Solutions / Investment Management

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*

19

asset classes analyzed for risk/reward potential

2008

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

Our Investment Management Solutions

AMG’s Approach to Research & Investment Management

Our comprehensive, data-driven approach to research and investment management puts clients at ease knowing AMG is focused on their goals.
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Investment Management for Individuals

Our experienced financial advisors work closely with you to develop and implement a strategic investment plan specific to your goals.
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Endowment & Foundation OCIO

Tells us your mission, and we’ll help you achieve it with expert counsel about managing your assets.
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Managed Portfolios

Our ACM portfolios offer disciplined strategies focused on optimizing risk-adjusted returns through different market cycles.
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Alternative Investments

Offering clients unique access to professionally managed alternative investment and private capital opportunities.
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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

Research & Insights

See All

Tips for Prospering in This Tricky Era of Uncertainty

March 30, 2023
•
2 min read
Brief: Financial Markets & Investing, Wealth Management
Read More

For Some, the American Dream Drifts Farther Away

March 28, 2023
•
2 min read
Brief: Wealth Management
Read More

Fed Risks Recession When Cleaning Up Sticky Inflation

March 23, 2023
•
45 min watch / 2 min read
Brief: Wealth Management, Global Economy, Financial Markets & Investing, Alternative Investments
Read More
*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.

How Can We Help?
 800-999-2190      info@amgnational.com    AMG offices

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