"Small, independent firms with excellent people focused on a well-defined market segment provide the highest likelihood of identifying the intelligent contrarian path necessary to achieving excellent investment results." - David Swenson
History AMI is an independently owned Registered Investment Advisor (RIA) founded in 1995. We manage approximately $550 million for institutional and individual clients.
Focus We help our clients determine their financial and investment goals and construct financial plans and investment policies designed to most efficiently and effectively achieve those goals.
Mission We were founded on a simple principle: “treat our clients the way we would want to be treated if our roles were reversed.” As your advisor, our simple goal is to always put your interests first.