For Institutions
For over 25 years, AMI has been working with foundations, endowments, and pension plans to develop customized investment strategies. As an independent investment advisor, we prioritize the institution's interests by leveraging our experience and expertise to meet their goals and objectives.
Portfolio construction & implementation
Review and periodically update Investment Policy guidelines
Risk Management
Investment monitoring and performance reporting
Educational services and white papers to assist committee members in making informed decisions
AMI partners with institutions to create tailored investment strategies that meet their specific goals. We assist foundations and endowments in building sustainable portfolios for the future and help corporations manage financial assets to support their mission.
Your goals, our expertise – the perfect partnership for a prosperous future.