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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: 35 Marian Faustino, CH Sarah Tallman, IBS, PH Amanda Tipton 2012.jpg – 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


Portfolio Management

In ancient times, the Antikythera Mechanism, pictured Antikythera Mechanismto the right, gave users a new way of looking at and understanding the universe. They could interact with the world in a different way and make superior decisions because of the insight. AMG Capital Management (ACM) strives to employ advanced technologies and uncommon insight to assess investment options and make sound decisions for portfolio management.

ACM Portfolio Strategies

AMG Capital Management leverages a strict investment process and philosophy, based on our expertise utilizing big, global data on publicly traded companies and country specific macroeconomic data, to establish a quantitative baseline for analysis and portfolio construction. This quantitative baseline results in a highly disciplined approach to equity investing that aims to identify and capture real alpha, resulting in capital protection and strong, risk-adjusted performance.

U.S. and Global Dividend Equity

We believe companies that have historically focused on increasing shareholder value and are capable of producing strong financial results over extended periods of time will generate solid returns. We manage risk through an effective sell discipline and conservative portfolio diversification.

Companies included in AMG Capital Management (ACM)-managed equity portfolios must possess the following characteristics:

  • Attractive market valuations
  • Financial dependability and the potential for long-term fundamental performance
  • The ability to provide above-average returns on invested capital

This approach is deployed in the following four strategies:

  • ACM Blue Chip Portfolio Strategy
  • ACM All Cap Portfolio Strategy
  • ACM Small and Mid Cap Portfolio Strategy
  • ACM Global Dividend Portfolio Strategy

Please contact us for more information on these strategies.

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