The information contained herein are from sources believed to be reliable, however we cannot guarantee its accuracy.
Stock markets are volatile and can decline significantly in response to adverse issuer, political, regulatory, market or economic developments. Past performance is not indicative of future results. The performance information is supplied for reference. Results will vary among accounts.
Small cap securities tend to be more volatile than those of larger, more well known companies. This can lead to a greater chance of a larger decline when there are adverse issuer, political, regulatory, market or economic developments. Past performance is not indicative of future results. The performance information is supplied for reference. Results will vary among accounts.
Government/Corporate Fixed Income investments can be significantly affected by interest rate risk (as interest rates rise, bond prices fall), the risk of issuer default, issuer credit risk, and inflation risk. Past performance is not indicative of future results. The performance information is supplied for reference. Results will vary among accounts.
The municipal market can be significantly affected by interest rate risk (as interest rates rise, bond prices fall), the risk of issuer default, issuer credit risk and inflation risk. Past performance is not indicative of future results. The performance information is supplied for reference. Results will vary among accounts.
AMI Asset Management (AMI) is an SEC registered investment adviser located in Los Angeles, California (registration does not imply a certain level of skill or training). AMI and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which AMI maintains clients. AMI may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. AMI’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of AMI’s website on the Internet should not be construed by any consumer and/or prospective client as AMI’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by AMI with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of AMI, please contact the SEC or the state securities regulators for those states in which AMI maintains a notice filing. A copy of AMI’s current written disclosure statement discussing AMI’s business operations, services, and fees is available from AMI upon written request or by clicking on the ADV link within this website. You can also visit the SEC Investment Adviser search page at http://www.adviserinfo.sec.gov/IAPD/content/search/iapd_search.aspx to learn more.
AMI does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to AMI’s website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by AMI), will be profitable or equal any historical performance level(s). Certain portions of AMI’s website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, AMI’s (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from AMI or from any other investment professional. No portion of this website content should be interpreted as legal, accounting or tax advice.
Some pages within the AMI website are password-protected. Access to these areas is restricted to authorized users only. The user in the password-protected areas is responsible for any use of the password and for maintaining the confidentiality of the password.
“CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute”.
Social Media Community Guidelines
Thank you for connecting with AMI Asset Management through social media. AMI currently maintains an official presence on two third-party social media sites, LinkedIn and Facebook. We are not affiliated with these social media sites and have no control over how these sites or other third parties will use the information shared on the site. You should be familiar with LinkedIn’s and Facebook's privacy and security policies, and you should understand how your information can be displayed and used throughout the site as well as on other third-party sites that may be linked to by LinkedIn and Facebook.
Information provided on AMI’s social media sites is for informational and/or educational purposes only and is not, in any way, to be considered legal, tax, or investment advice by AMI. The information is intended only for U.S. citizens or residents of the U.S. The information should not be interpreted as a recommendation, offer, or solicitation to buy or sell any financial instrument.
We encourage community online engagement to discover information and ideas, but please keep in mind the following guidelines when using our social media sites.
Social Media Sites are Public
AMI’s online communities are open to the public and anyone can participate. Anything posted to our social media sites may be seen and read by everyone and is permanent even when hidden or deleted from view. Therefore, we cannot be responsible for views expressed other than our own.
Content, Comments, Likes and Followers
We do not request that you interact with our social media profile content and please don’t expect a reply to your comments.All people interact with AMI’s profiles of their own will and are not influenced by AMI. We monitor information posted on our social media sites and we may block followers or hide comments for any reason at our discretion. Any delay in removing or failure to remove an objectionable posting should not be deemed an endorsement or approval of the posting. If a follower forwards our posts and adds comments, AMI expressly disclaims any responsibility over the comments and postings.
If you choose to interact with our social media profile, please remember:
All comments are public so never disclose any financial or personal information on any social media site or other website.AMI will never ask you for your Social Security number, account information, passwords, or other personally identifiable information via social media.
Avoid specific mention or discussions about investment advice, products, or specific securities and posting positive reviews of your experiences with AMI or its services as such testimonials are prohibited under state and federal securities laws and may not reflect the experience of all AMI clients.
Be respectful andrefrain from general attacks on AMI, attacks or negativity about other investment advisers, your fellow viewers, or express otherwise unprofessional, offensive, unlawful or non-productive dialogue.
We do not provide customer service, handle any specific customer account inquiries, open new accounts, or enable financial transactions through any social media site. Should you have questions or concerns that are specific to your account(s), please contact our office directly.
AMI archives the content of its social media sites to comply with investment adviser regulations.
Other Important Reminders
We believe our social media sites are a good way to share general information but are not the appropriate place to ask or answer questions about the products and services we offer. Please visit www.amiassetmangement.com or call us directly at 424-320-4000 for more information about specific products and services.
If you have a complaint, please let us know. Call us at 424-320-4003 or send an email to
Facebook, LinkedIn, and all social media platforms are owned by third parties unaffiliated with AMI. Use of any third-party sites and materials is at your own risk. We are not responsible for the privacy or security policies at these sites or other third-party sites that may be linked to from within them and do not endorse any content, advertising, products, advice, opinions, recommendations, or other materials on or available from third parties, including Facebook and LinkedIn, or other social media platforms. Follows, replies, or links to third-party content should not be construed as an endorsement by AMI.
Any opinions expressed by other social media users are those of the persons submitting the comments do not necessarily represent the views of AMI or its management. Links to third-party social media websites will open new browser windows. When you link to third-party web-sites, we make no representation as to the completeness or accuracy of information provided at these sites. AMI is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access any third-party site, you are assuming total responsibility and risk for your use of the site you are linking to.
The information contained in our posts has been prepared using sources of information generally believed to be reliable; however, its accuracy is not guaranteed. Opinions represented are subject to change and should not be considered investment advice or an offer of securities. Forward-looking statements are necessarily speculative in nature. It can be expected that some or all of the assumptions or beliefs underlying the forward-looking statements will not materialize or will vary significantly from actual results or outcomes. All investments contain risk and may lose value, and past performance is not a guarantee of future results.
Comments and “likes” by visitors to AMI’s social media sites should not be considered representative of all client experiences, or indicative of future performance or success. AMI does not solicit endorsements of its investment advisory services via wall comments and “likes,” and asks you to refrain from doing so.
If you are an AMI client and have questions about your account or need assistance with an account transaction, please contact your financial professional or call us directly at 424-320-4000.
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