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Entrepreneurs & Founders

Entrepreneurs drive the long-term health and prosperity of the global economy. Drawing upon extensive experience investing in venture companies and working with entrepreneurs and founders, AMG understands how to serve your unique financial needs. AMG provides white glove service so you can focus on growing your company. Services include:

  • Seamless personal and commercial banking
  • Financial counseling and tax advice that helps prepare you for liquidity events and business exits
  • Portfolio management that helps diversify and protect your wealth

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


Wealth Management

Creation of wealth generates some interesting questions. How much of my wealth is really needed to sustain my life style? How should it be managed? Considering the uniqueness of my family, how should my estate be set up for future generations in light of my values and opinions of how wealth should be used? Do I pursue major philanthropic interests during my life through a family foundation or a donor advised foundation, which is most effective considering my family?

AMG National Trust Bank's Personal Financial Management (PFM) is the answer. PFM is an integrated fee only wealth management service. It is delivered by a wealth advisor who is supported by an organization of investment, tax, estate, philanthropic and trust professionals.

PFM includes:

  • An in depth, quantitative analysis to identify size of the portfolio needed to lock up your financial security
  • Tax planning, coordinated with investment management, to help you find opportunities to build your net worth and personally use your wealth in a tax-efficient manner
  • Post retirement planning providing recommendations regarding pension, savings and deferred compensation plans
  • Independent investment advice and portfolio management, including development and implementation of a personalized strategic-investment plan and asset-allocation strategy reflecting your investment objective and risk tolerance
  • Identifing your wealth-transfer goals and developing an effective estate planning strategy considering your personal financial security and family situation
  • An insurance review to help identify your life- and disability-insurance needs and your property- and personal-liability risk exposures

Wealth Management

Investment Management

Successful investment management requires scholarly understanding of future economic conditions, sophisticated risk management, stringent due diligence on investments and diverse asset allocation. Melding expert advice and customized strategies, AMG National Trust Bank works with you to build an investment plan that helps you achieve your specific financial goals.

Diversification and customization are the twin pillars of AMG National Trust Bank’s investment philosophy. You are unique, and constructing an intelligent mix of asset classes is important to maximizing returns relative to your tolerance for risk. Consequently, we don’t view the world through the limited lens of stocks, bonds and cash. We have a keener vision. Using a sophisticated and proprietary methodology, we analyze 21 different asset classes, carefully examining each class to assess the best opportunities for profit.

Our unique approach to asset allocation, thorough macroeconomic analysis and best-of-breed investments can help you take advantage of emerging opportunities and add value over less sophisticated investment management techniques.

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