AMI Asset Management is a Los Angeles based registered investment advisor founded in 1994. The firm manages $2.0 billion in assets under advisement* on behalf of wealth managers, charities, endowments, religious organizations, public plans and institutions of many different categories.
The firm manages three institutional equity strategies including U.S. Large Cap Growth Equity, U.S. Small Cap Growth Equity and U.S. Small-Mid Capitalization Growth Equity. In addition, the firm separately manages fixed income on behalf of its high net worth clients. AMI’s goal is to generate superior performance while maintaining a low-risk profile through the implementation of a unique GARP Strategy focused on investing in high quality, growing companies with recurring revenue business models.
* As of March 2020. Assets under advisement are comprised of our assets under management plus our model based assets.