Private Wealth
AMG’s Portfolio Managers work one-on-one with discriminating private individuals, families, and corporations to construct managed investment portfolios tailored to their specific needs for growth, income, or capital preservation.
At the inception of new Private Wealth relationships, we work with clients to define, in detail, the framework for portfolio structure, investment policy and reporting. This gives us the essential context to carry out our responsibilities on a fully discretionary basis and permits our clients the time and space for life’s more enjoyable pursuits.
[password-protect]AMG places the safety of our client assets above all else. We utilize National Bank Financial as our asset custodian for all client accounts and our network of institutional relationships to ensure both access to deal flow and best execution for transactions.[/password-protect]