Solutions

With our comprehensive solutions, we’ve seamlessly connected every aspect of our firm to deliver on your success.

You are here:

Solutions

With our comprehensive solutions, we’ve seamlessly connected every aspect of our firm to deliver on your success.

Whether you’re looking to maximize your executive benefits, grow your wealth, strengthen your retirement security, manage your organization’s assets, or secure a loan to achieve your business goals, AMG has the expertise and experience to be a valued partner.

45 Years

length of longest client relationship

95%

“satisfied” in latest client survey

$7.7 Billion

assets under management*

A Better Way To Wealth

Wealth Management Arrow Arrow icon

Realize opportunities to achieve more in life with AMG’s integrated approach to wealth management.

Investment Management Arrow Arrow icon

Pursue your unique investment goals with AMG’s independent, research-driven approach to investment management.

Executive Financial Counseling Arrow Arrow icon

Turn business success into personal wealth by leveraging your career and executive benefits as part of a broader financial plan.

Endowment & Foundation OCIO Arrow Arrow icon

Tells us your mission, and we’ll help you achieve it with expert counsel about managing your assets.

Tax Services Arrow Arrow icon

Integrate tax management into your broader financial plan to take advantage of unique opportunities and control your tax payments.

Retirement Plan Services Arrow Arrow icon

Offer a customized retirement plan that your employees value by leveraging AMG’s experience helping companies of all sizes.

Trust Administration Arrow Arrow icon

Provide for loved ones and future generations using the wealth you've created and know they'll be secure.

Banking Arrow Arrow icon

Work with an innovative banking partner who helps individuals, businesses, and nonprofit organizations prosper.

Research & Insights

*Assets under management figure includes assets managed and held in custody on 12/31/2023.