Focused on Capital Preservation

AMI Asset Management has developed a U.S. large-cap growth and a U.S. small-cap growth strategy that focuses on superior long-term performance while minimizing downside risk. This performance is generated through utilizing a disciplined GARP strategy that focuses on investing in companies with recurring revenue business models, which AMI defines as having products and services that are utilized within a two-year period of time. The equity strategies look to keep pace with their benchmarks in bull markets and protect capital in down cycles. Additionally, a separate fixed-income team manages core taxable, tax-exempt, and high-yield strategies on behalf of institutions and high-net-worth clients.