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.
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In the 46 years that the National Federation of Independent Business (NFIB) has been tracking business owner sentiment, only 10% of the monthly readings were better than last month's 1.6 percentage point rise.
With tens of millions of Americans desperately seeking security in retirement, Uncle Sam should have been more careful about how he named the new tax law, known as the SECURE Act. Instead of co-opting the names of federal laws for