Investment Management for Individuals
While many individual clients select our full-service wealth management solution, some clients want AMG to focus solely on managing their investments and nothing more. We’re happy to help each client on their terms.
Components of AMG’s Investment Management Account (IMA)
- Strategic Investment Plan – We annually develop a strategic investment plan based on your goals. Your plan includes specific asset allocation and investment recommendations tailored to your unique situation.
- Implementation & Ongoing Management – Having a good plan is only the start. Your plan needs to be implemented correctly and managed to ensure things stay on track and evolve as you do.
- Access to Investment Research – You have access to research and insights from our investment team about the global economy and the financial markets. This helps you stay informed about the lengths to which AMG goes to manage your assets successfully.
- Comprehensive Reporting & Statements – You receive detailed reporting about the performance of your managed assets, account statements showing account balances and transaction details, and account tax reporting for assets held in custody.
Your relationship with AMG is driven by your goals and supported by our comprehensive approach to investment management. Let AMG help you achieve your vision.
I appreciate AMG’s personal attention to my family objectives and changing needs.”
Individual Investment Management client
AMG has top quality advisors and a transparent, easy-to-understand approach to portfolio management.”
Wealth Management clients
AMG has done a great job of addressing what I care about under the umbrella of providing solid financial advice for my retirement without being pushy.”
Executive Financial Counseling client