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AMI Investment Management Inc

Updated today

Total assets under management

$963,593,785

Total clients

293

20% high-net worth

Total advisors

4

of 6 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

73

Average account size

$3,288,716

About

AMI Investment Management is a management‑owned registered investment adviser that provides discretionary investment management and financial planning to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, corporations and state or municipal government clients. Services include development of investment policy statements, portfolio construction across equities and fixed income, selection of external managers, and implementation oversight.

The firm employs a bottom‑up, fundamental, value‑oriented investment approach with a long‑term emphasis and generally manages accounts according to strategic policy allocations. Portfolios commonly feature concentrated equity holdings (generally 10–30 stocks), diversified investment‑grade fixed income with active duration management, and selective use of external managers or private structures only with client approval.

AMI manages roughly $964 million in assets across four advisors — about $240 million per advisor, a level of AUM per advisor that is uncommon among similar team firms. Distinctive operational features include a long operating history (founded in 1995), management ownership, the firm’s practice of not voting client proxies since 2016, and the routine inclusion of financial planning as part of its core advisory relationship.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Wealth management Private / alternative investments Real estate investing

Fee options

Fixed

Fixed retainer fees for financial planning services based on complexity, generally up to $5,000.

Percentage

$0 - $2.5 million: 1.0% $2.5 million - $5 million: 0.80% $5 million - $10 million: 0.60% $10 million+: 0.40%

Other

Fee-only: Fixed retainers for financial planning generally do not exceed $5,000, billed quarterly; fees may be higher for complex cases.

Main office location

AMI Investment Management Inc

710 N Krueger Street

Kendallville IN 46755, United States

Number of offices

1

Most active in

Florida · Indiana · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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