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.
AMG has been preparing our state, federal and trust tax returns for decades. They are highly accurate, responsive and friendly.”
I think AMG’s approach is more personal and genuine. My advisor’s expertise is a strong differentiator.”
They truly understand my entire financial picture. I’m extremely happy with AMG.”
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.”
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*Assets under management figure includes assets managed and held in custody on 6/1/2020.
**APS is the AMG Portfolio Strategist, our patented asset allocation model.