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
Working closely with its affiliate, Asset Management Group Investment Corp (AMGIC), AMG seeks to provide clients access to professionally managed investments. Areas of focus include real estate, energy and private capital investments across the corporate lifecycle, including seed and early stage venture capital, late stage and growth venture financing, private equity and buyout capital, mezzanine capital and special situations investments offered through the Cupola family of investments. AMG’s alternative investment team manages more than $350 million in committed capital.
In addition to following a disciplined investment process that considers macroeconomic trends and incorporates multiple levels of due diligence, AMG considers the following factors crucial to the success of each investment:
- Invest with successful professionals
- Align the interests of investors and investment managers
- Monitor investments attentively
- Harvest investments at an appropriate time