YOUR PILLAR®
AMI is an independently owned Registered Investment Advisor (RIA) founded in 1995 that provides investment management services.
AMI works alongside individuals and families to manage their personal net-worth and provide customized, comprehensive financial planning advice to achieve their goals and objectives.
For over 25 years, AMI has worked with foundations, endowments, and pension plans to develop investment strategies that meet their organization’s objectives.
AMI assists clients to offer their employees a retirement platform built on three pillars: efficient investment options, employee education, and a competitive fee structure.
Uncover the AMI Advantage
AMI was founded on a simple principle – “treat the client the way we would want to be treated if our roles were reversed.” We take our role as a fiduciary incredibly seriously. We invest alongside our clients and avoid conflicts of interest. We aim to build partnerships with our clients, striving to educate them on our investment principles and focusing on long-term goals and objectives.
Crafted to Align with your Unique Financial Needs.
Tailored financial plans designed to meet your unique goals, whether it’s saving for a major life event, buying a home, or planning for retirement.
Navigate the complexities of the financial markets with our strategic investment approach, aimed at optimizing returns while managing risks.
Ensure a comfortable and worry-free retirement with our specialized strategies focused on creating a sustainable income stream during your golden years.
Our advisors work alongside your attorney to assist with comprehensive estate planning, by minimizing taxes and ensuring a smooth wealth transfer process.
Your goals, our expertise – the perfect partnership for a prosperous future.