Fundamental

Long Term
Approach

Our Equity Philosophy

Long-Term Focus

Generating superior long-term returns requires investing in companies that do well in bull markets but also can better withstand economic downturns.

Fundamental Approach

Invest in our highest conviction ideas utilizing a rigorous investment process focusing on strong growth prospects and healthy balance sheets.

GARP Style

Buy growth companies at attractive valuations and take advantage of temporarily mispriced names relative to the company’s long-term outlook.

Recurring Revenue

Focus on companies with recurring revenue business models which we define as having products and services that require repeat purchase.

 

Equity Strategies

Large Cap Growth Equity

 
Seeks to provide long-term capital appreciation by investing in high quality large cap U.S. equities.
 

Fact Sheet
PDF's

 

Small Cap Growth Equity

 
Seeks to provide long-term capital appreciation by investing in high quality small cap U.S. equities.
 

Fact Sheet
PDF's

 

SMID Cap Growth Equity

 
Seeks to provide long-term capital appreciation by investing in high quality U.S. equities with a mix of both small cap and mid-cap securities.
 

Fact Sheet
PDF's

 

Large Cap Equity Income

 
Seeks to provide a combination of income and capital appreciation by investing in high quality U.S. equities that pay dividends.
 

Fact Sheet
PDF's

 

Our Fixed Income Philosophy

Long-Term Focus/Capital Preservation

Designed for conservative investors, AMI fixed income portfolios are constructed for capital preservation and predictable cash flow. We believe that fixed income holdings should provide dependable safety and liquidity in down markets.

Fundamental Approach

All fixed income holdings are selected utilizing a consistent bottom up process to identify strong credits and improving balance sheets. We test every bond in a downside scenario to understand our margin of safety.

Easy to Understand

AMI fixed income portfolios are built with easy to understand traditional bonds. We never use leverage, derivatives, collateralized products, or leveraged loans.

Nimble

Our size allows us to get meaningful exposure to small and overlooked securities compared to our larger peers. These securities are often mispriced and offer more attractive yields than larger issuers.

 

Fixed Income Strategies

Core
Fixed Income

 
Seeks to maximize risk adjusted return investing in treasuries, government agencies, corporate bonds, & taxable municipal bonds, with a bias toward corporate & taxable municipal bonds.
 

Fact Sheet
PDF's

 

Tax Exempt
Fixed Income

 
Seeks to maximize risk adjusted after-tax return. We own debt that is backed by an easily understood revenue stream, with a bias against issuers with large pension obligations.
 

Fact Sheet
PDF's

 

High Yield
Fixed Income

 
Seeks to maximize risk adjusted return focusing on smaller issuers and special situations. Our bias is for BB rated credits.
 

Fact Sheet
PDF's

 

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.

schedule an appointment

Featured News

Financial Briefs