"Investors should remember that excitement and expenses are their enemies. And if they insist on trying to time their participation in equities, they should try to be fearful when others are greedy and greedy when others are fearful."
- Warren Buffett
AMI works with institutions to help them develop investment strategies that meet their goals and objectives. We help foundations and endowments invest their portfolio to provide for future generations. We help corporations manage their financial assets in support of their mission. AMI works with private foundations, community foundations, pension plans, educational endowments and corporations and has over twenty years of experience managing institutional portfolios.
AMI helps individuals achieve their long-term objectives. We work with our clients to understand their goals and help them craft a long-term investment strategy that maximizes their odds of success. We work with a focused client base to ensure that we can develop close working relationships with all of our clients. Long-term investment success requires a collaborative effort built on trust and respect.
AMI helps plan sponsors offer their employees a best-in-class retirement platform. Our value-add is built on three pillars: an enthusiastic and effective approach to employee education; a sensible offering of efficient and worthwhile investment options; and a competitive fee structure. We work hard to achieve the sponsor’s objectives and help the sponsor’s employees effectively plan for a successful retirement. AMI has an open architecture, meaning we can work with different record-keepers and service providers. We can offer a new total solution or step in as an advisor and work with the sponsor’s existing service providers.