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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
$8.3 Billion
assets under management*
A Better Way To Wealth
Wealth Management
Realize opportunities to achieve more in life with AMG’s integrated approach to wealth management.
Investment Management
Pursue your unique investment goals with AMG’s independent, research-driven approach to investment management.
Executive Financial Counseling
Turn business success into personal wealth by leveraging your career and executive benefits as part of a broader financial plan.
Endowment & Foundation OCIO
Tells us your mission, and we’ll help you achieve it with expert counsel about managing your assets.
Tax Services
Integrate tax management into your broader financial plan to take advantage of unique opportunities and control your tax payments.
Retirement Plan Services
Offer a customized retirement plan that your employees value by leveraging AMG’s experience helping companies of all sizes.
Trust Administration
Provide for loved ones and future generations using the wealth you've created and know they'll be secure.
Banking
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 12/31/2024.