Investment Management

At AMG, our investment management is based on extensive research and analysis, proprietary modeling, decades of market experience, and most importantly, each client’s specific goals.

Investing for Today, Tomorrow & For Future Generations

Our research-driven approach to investment management is unique and sets us apart in a world where there is significant commonality. We have the economic research and market analysis capabilities of a large firm with the flexibility of an agile organization to customize and pursue opportunities catered to your specific needs.

Risk management and tax efficiency, both of which can be adjusted based your input, play an important role in our investment recommendations, and our independence allows us to consider everything the broader markets have to offer.

We take great pride in helping clients like you achieve success, however you define it, and our interests and goals are aligned.

$6.6 Billion

assets under management*


asset classes analyzed for risk/reward potential


year AMG's APS model patented**

The AMG Advantage

  • Scholarly, data-driven economic research
  • Forward-looking scenario analysis on risk-return potential of 19 asset classes
  • Rigorous due diligence screening of potential investments
  • Portfolios constructed for risk-adjusted performance potential and tax efficiency

AMG has been preparing our state, federal and trust tax returns for decades. They are highly accurate, responsive and friendly.”

— Anonymous

I think AMG’s approach is more personal and genuine. My advisor’s expertise is a strong differentiator.”

— Catherine,
Wealth Management client

They truly understand my entire financial picture. I’m extremely happy with AMG.”

— Doug,
Executive Financial Counseling client

My favorite part of AMG’s Retirement Plan Services is the personal attention I receive. I find that my questions during our service meetings lead to excellent conversations that are laced with great advice.”

— Glenn,
Chief Operating Officer
*Assets under management figure includes assets managed and held in custody on 12/31/2022.
**APS is the AMG Portfolio Strategist, our patented asset allocation model.