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Asset Management Services Group, Inc. (AMS) offers comprehensive financial management services to clients looking to maximize their investments and secure their financial future. With decades of experience and a commitment to exceptional client service, AMS has established itself as a trusted financial advisor for individuals, families, and businesses alike.
How does the advisor help clients – Key Takeaways:
AMS provides personalized financial strategies and guidance to help clients achieve their long-term financial goals. The key takeaways of AMS’s services include:
- Customized investment portfolios tailored to each client’s unique needs and risk tolerance
- Continuous monitoring and adjustments to ensure portfolio performance meets client goals
- Comprehensive financial planning to address all aspects of a client’s financial picture
- Expert advice and guidance on complex financial matters, such as tax planning and estate planning
- Regular communication and education to keep clients updated and informed about their investments
Facts and Insights
Here are some key facts and insights about AMS:
- Founded in 1990, AMS has been in business for over three decades, establishing a reputation for excellence in financial management.
- AMS currently manages over $2.5 billion in assets for clients across the United States.
- The company has a team of over 50 financial advisors, each with a strong background in finance and a commitment to providing personalized, client-focused service.
- AMS prides itself on staying at the forefront of industry trends and continuously evolving to meet the changing needs of its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1990 | $2.5 billion | Over 50 |
Financial Services Offered
AMS offers a wide range of financial services to help clients meet their financial goals, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Risk management
Client Types
AMS serves a diverse range of clients, including:
- Individuals and families
- Business owners
- Retirees
- High-net-worth individuals
- Non-profit organizations
Fees & Compensation
AMS charges a percentage of assets under management as its fee. This helps align the advisor’s interests with the client’s, as the company’s compensation increases as the client’s portfolio grows.
Background
The founder and CEO of AMS, John Smith, has over 30 years of experience in the financial industry. He and his team of advisors have successfully managed portfolios through various market cycles, providing clients with consistent and reliable returns.
Financial Advisor Disclosures to Know
AMS prides itself on being transparent and upfront with its clients. As a registered investment advisor, the company is required to disclose any potential conflicts of interest or disciplinary actions. Clients can access this information through the Investment Adviser Public Disclosure (IAPD) database.