Advisors Management Group Inc

Advisors Management Group, Inc. provides portfolio management and financial planning to a broad client base that includes individual and high‑net‑worth clients, trusts, estates, charitable organizations, corporations, employee benefit plan participants, and other registered investment advisers. In addition to discretionary and non‑discretionary portfolio management across ETFs, mutual funds and individual equities, the firm offers 401(k) participant consulting and business consulting services.

The firm follows a diversified, model‑based approach with five general asset allocation models (including aggressive ETF/mutual fund, 100% stock, dividend stock, moderate, and capital preservation/income options) and customizes recommendations to clients’ time horizons, risk tolerances and objectives. AMG combines mutual fund/ETF screening with fundamental and technical analysis for individual equities, monitors accounts regularly, and provides quarterly performance reporting.

AMG is notable among multi‑team advisers for offering tax preparation, bookkeeping, payroll and other accounting services in addition to advisory services, and the brochure discloses a financial incentive to recommend those services to clients. The firm also accepts sub‑advisory mandates from other registered advisers on both discretionary and non‑discretionary bases and is partly employee‑owned via a stock ownership trust, aspects the brochure highlights as part of its business structure.