AMG-Inc. and its associates believe in ultra-diversified portfolios that focus on capital preservation, growth, and low-cost investment options.
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. As a registered investment adviser, we adhere to the fiduciary standard that requires us we are in a position to recommend what is best for you and your future goals.
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.
At AMG-Inc, we are a solution based firm! Time is our greatest value and we ensure that a moment won’t be lost on our clock. Efficiency and the ability to execute a plan is fundamental.
The foundation of your retirement! As essential as your retirement income stream is, AMG-Inc. has worked diligently to become respected as one of the leading firms in advanced income planning among its peers.
At AMG-Inc we enable the financial health of entrepreneurs through advance tax planning so that you can focus on the growth and day-to-day operations of your business.