Dedicated Focus & Management

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Our Approach

  • Long Track Record - AMI has been creating customized wealth strategies in Southern California and the surrounding areas for 26 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 - Four 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 with the information you need to make the choices that matter most in your life.

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