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.
As your financial partner, our mission is to provide you the information you need to make the choices that matter most in your life.
If you're in your 50s or 60s and own an interest in a business or professional corporation, knowing the answers to these four questions can lower your 2019 federal tax bill sharply, while jumpstarting a tax-advantaged retirement income plan.