Individuals

Individual investors are often looking for a partner to help them achieve their long-term financial goals. Financial planning and investment management don’t have to be complicated, but that doesn’t mean they are easy. When can we retire? How much should we save? What kind of retirement accounts should we use? How can we minimize our tax burden? How should we allocate our investments? How do we plan for future generations? When asking these questions, investors want to know that the advisor working with them is looking out for their best interests.

AMI prides itself on a full alignment of interests, including eating our cooking (investing in the same things as our clients), full transparency, a sensible fee structure with no commissions, and full independence. Our only goal is to help you manage your long-term investments and plan for your future goals. We work with a focused client base to ensure we have the time and resources to fully engage our clients and build long-term relationships based on trust and respect.