Our Approach

Long Track Record - AMI has been creating customized wealth strategies in Southern California and the surrounding areas for 20 years.
Hybrid Firm - Our high net worth (HNW) client portfolios are managed similarly to our institutional investor portfolios.
Focus on Capital Preservation - Our historical down-market out-performance of the Standard & Poor’s 500 reflects our focus on quality and valuations.*
Clarity - Investors are often over-diversified and in products they don’t understand. We offer our clients investments that are easily explained and in which the goals and the risks are clear.
In-house Investment Management - 4 equity strategies and 3 fixed income strategies are managed by our credentialed portfolio managers and analysts.

* A down market refers to any market in which the return of the S&P 500 is negative. Past performance is no guarantee of future results.

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.