Money Management

The Dow Jones was created in 1896, and through its 118 years of existence, only one thing has remained the same: constant – cyclical – change. AMG-Inc. and its associates believe in ultra-diversified portfolios that focus on capital preservation, growth, and low-cost investment options. Due to our structure as a fee-based Fiduciary Firm, we are in a position to recommend whatever is best for you and your future goals without the consideration of bias commission or proprietary branded products.

The customized portfolios we build for our clients are primarily comprised of a diversified grouping of Exchange Traded Funds or “ETFs” for short. ETFs are less expensive than a comparable mutual fund and allows us to be more tactical. As a tactical money manager, we have the ability to buy and sell with your interests in mind. As the market changes, we can react without the added cost of loads or penalties. Our focus is to diversify your portfolio over several different asset classes such as U.S. stocks and bonds, foreign stocks and bonds, commodities, and real estate in order to mitigate risk exposure.