How does the advisor help clients – Key Takeaways:
AMI Investment Management Inc. aims to be a trusted partner to its clients, providing sound financial advice and management services. The company is committed to helping clients achieve their financial goals by providing a personalized approach and utilizing its expertise and resources.
Facts and Insights
Founded in 2001, AMI Investment Management Inc. has over 20 years of experience in the financial industry. The company is independently owned with a team of highly qualified advisors who have extensive knowledge in various areas of finance and investment management. AMI Investment Management Inc. has a deep understanding of the market and prides itself on staying ahead of market trends and changes to provide the best service to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 15 | 20+ years |
Financial Services Offered
AMI Investment Management Inc. offers a wide range of financial services to cater to its clients’ diverse needs. Some of the services include:
- Portfolio management
- Asset allocation and diversification
- Estate planning
- Retirement planning
- Tax planning and management
Client Types
The company caters to a wide range of clients, including individuals, families, small business owners, and corporations. AMI Investment Management Inc. understands that each client has unique needs and goals, and therefore, customizes its services to meet those needs.
Fees & Compensation
AMI Investment Management Inc. is a fee-only advisor, meaning that it only charges a flat fee or a percentage of assets under management for its services. The company is committed to being transparent with its fees and ensuring that clients understand what they are paying for.
Background
AMI Investment Management Inc. was founded by a team of experienced financial professionals with a passion for helping clients achieve financial success. The company has grown over the years and has established a strong reputation for its expertise, approach, and commitment to its clients’ needs.
Financial Advisor Disclosures to Know
As a registered investment advisor, AMI Investment Management Inc. is required to disclose any potential conflicts of interest or disciplinary actions taken against the company or its advisors. Clients can access this information through the company’s Form ADV, which is publicly available on the Securities and Exchange Commission’s website.