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Endowments & Foundations

Foundations, endowments and nonprofit organizations face unique financial management and administrative challenges. Your financial-services partner should understand these challenges and support you with expert counsel and exceptional service that allows your leadership to focus on the organization’s mission.

AMG National Trust Bank serves the comprehensive needs of mission-driven institutions with extensive investment management and advice, trustee and administrative services, and banking services. Organizations rely on our investment expertise, independent perspective and portfolio management to help grow, manage and protect the assets that allow them to carry out their missions.

Leverage your investment-management relationship to get powerful financial solutions from our expert advisors. After all, the real value in building your assets is how they allow your organization to serve the community.

Ballet photo: Marian Faustino in Sarah Tallman's, "In Between the Seams," Photo by Amanda Tipton

How can we help?
Call 800-999-2190 or email us

Investment Management

Endowments and foundations need much more than sound investment advice. They need an independent partner like AMG National Trust Bank that can help the investment committee understand and explore issues relevant to enhancing return and managing risk.

AMG customizes investment strategies for each organization it serves and takes a disciplined approach to investment management. We emphasize independent, unbiased investment recommendations; well-constructed investment policies; portfolio diversification; the importance of economic analysis in assessing investment opportunities; and frequent interaction between AMG advisors and investment-committee members.

Endowments and foundations bear serious responsibility for prudent asset stewardship. An independent, unbiased investment advisor – one not motivated by commissions or personal gain – is essential to stewardship. AMG is a fee-only, independent firm that does not accept commissions for any recommendations.

Investment Management

Economic Research

Scholarly economic research and data-driven scenario analysis is paramount to successful long-term investing and understanding how different asset classes are likely to perform in the coming years. Quantifying the likely return potential and risk characteristics of various asset classes enhances AMG’s ability to design an asset allocation that has a higher potential to create outsized returns, as compared to investment portfolios built using a historical analysis of asset-class performance. Complimenting the macroeconomic research expertise, AMG utilizes a global approach to understanding tactical and strategic global market behavior.

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