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Simplicity is the Ultimate Sophistication

- Leonardo da Vinci

Wall Street sells complexity, convincing investors that they need numerous funds they don't understand and statements that are impossible to decipher. We believe there is a better way.

At AMI, we believe you can reach your investment goals with simpler, high-quality portfolios that you can understand and have confidence in through all market cycles. The risks should be transparent, and capital preservation should be part of the investment conversation. We've been helping individuals, families, and small businesses design and execute their financial plans for over two decades.

Click here to learn more about all the services we offer, or call us at (424) 320-4000.

Why Choose Us

500+ Families, Institutions & Charities Trust Us

26 Years Experience

$2.5 Billion in Assets Under Advisement*

*As of March 31, 2024. Assets under management and model-based assets.

Trusted, Client-Focused Financial Guidance

While our core offering is asset management, we also assist with building a financial roadmap tailored to each client’s specific needs. Other critical wealth management issues often addressed within a financial plan include:

  • Retirement Planning
  • Investment Management
  • Estate Planning
  • Real Estate Investing
  • Insurance Planning
  • Tax Planning
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A beach with waves coming in from the ocean.

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.