In 1975, Bill Tanner, a CPA by trade, co-founded and built one of L.A.’s most prominent Business Management firms to serve the local entertainment and sports industries. From years of analyzing his business management clients' investments, Bill determined that his clients were using overly complex investment portfolios that charged them unjustifiable, high fees. In 1994, Bill took this knowledge and his love for investing and founded AMI Asset Management. AMI was built to provide straight forward, low cost, high-quality investment portfolios that are completely transparent and focused on providing capital preservation in down markets. Today Bill and President Matt Humiston lead AMI and continue to offer these proven investment strategies and comprehensive wealth management services to families and small businesses throughout Southern California. AMI currently has $2.4 billion in assets under advisement*.
* As of September 2019. Assets under advisement are comprised of our assets under management plus our model based assets.
Simplifying The Path Towards A Secure Future.
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(March 27, 2020, 8:30 p.m. EST) After nosediving 33.9% between February 19 and this past Monday, March 23, the Standard & Poor's 500 stock index rebounded sharply and ended the week about 13% off its bear market low.
(Tuesday, March 24, 2020, 7:30 p.m. EST) The stock market lost about a third of its value before rebounding 9.4% today on news that Congress was closer to an agreement on a $2 trillion economic stimulus package. The coronavirus crisis