Your Trusted Financial Partner
Founded in 1995, AMI is an independently-owned Registered Investment Advisor (RIA). Since inception, the firm has adhered to a Fiduciary Standard, which is bound to act solely in the best interests of our clients. As a completely independent firm, AMI is not beholden to a larger parent organization or a sales-driven management system. Our goal is to provide the expertise of a large national firm combined with the trust and personalized service of a community business.
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, Yale University C.I.O. 1985-2021
History
AMI is an independently owned Registered Investment Advisor (RIA) founded in 1995. We manage over $800 million for individual and institutional clients.
Focus
We help our clients identify their financial and investment objectives, and develop tailored financial plans and investment strategies aimed at efficiently and effectively attaining 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.
Your goals, our expertise – the perfect partnership for a prosperous future.