AMI Asset Management is an independent investment firm located in Los Angeles, CA. Since 1998, we have been serving a diverse client base of institutions, families and small businesses. We help investors achieve their long-term investment objectives by offering time-tested investment strategies with an unwavering focus on quality.

20 Years

Experience building customized
plans and investment solutions

$2.4 Billion

In assets under advisement*


Families, institutions and charities
trust us with their finances
* As of August 2019. Assets under advisement are comprised of our assets under management plus our model based assets.

Simplifying The Path Towards A Secure Future.

As your financial partner, our mission is to provide you the information you need to make the choices that matter most in your life.

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Financial Briefs

  • Education Tax Credits Primer

    The American Opportunity Credit (for college students) and the Lifetime Learning Credit - for undergrad, graduate and vocational students - are the two education tax credits available from the federal government. Students can claim either of the two credits for


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