Unique Focus & Management

Our Approach

Long Track Record - AMI has been creating customized wealth strategies in Southern California and the surrounding areas for 20 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 - 4 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.

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.