Our Approach
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Long Track Record - AMI has been creating customized wealth strategies in Southern California and the surrounding areas for 20 years.
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Hybrid Firm - Our high net worth (HNW) client portfolios are managed similarly to our institutional investor portfolios.
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Focus on Capital Preservation - Our historical down-market out-performance of the Standard & Poor’s 500 reflects our focus on quality and valuations.*
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Clarity - Investors are often over-diversified and in products they don’t understand. We offer our clients investments that are easily explained and in which the goals and the risks are clear.
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In-house Investment Management - 4 equity strategies and 3 fixed income strategies are managed by our credentialed portfolio managers and analysts.
* A down market refers to any market in which the return of the S&P 500 is negative. Past performance is no guarantee of future results.