In 1975 Bill Tanner 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. In 1994 Bill took this knowledge and his love for investing and founded AMI Asset Management. Matt Humiston joined the firm in 2000 to help grow AMI, and around this time Bill Tanner moved away from his business management practice to focus his full attention on working with his wealth management clients. Today, the firm consists of 14 individuals, including 6 investment team members. AMI was built to provide straight forward, high-quality investment portfolios that are completely transparent and focused on providing capital preservation in down markets. AMI currently has $2.4 billion in assets under advisement*.
*As of September 30, 2024. Assets under management and model-based assets.