So many considerations go into making wise wealth management decisions. AMG National Trust Bank’s advisors help you evaluate your financial affairs, create a plan that incorporates long-term financial security, and develop and execute a complementary investment strategy that takes in to account your estate plan, unique tax situation, and wealth transfer wishes. AMG’s commitment to independent and objective financial advice and long-term capital preservation helps you maximize investment opportunities while managing risk. Let us help you effectively and efficiently plan your financial future. After all, the real value in building and protecting your wealth is what it permits you and your family to accomplish.
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 AMG investors and investment managers
- Monitor investments attentively
- Harvest investments at an appropriate time