Asset Management Financial Services Inc.

Asset Management Financial Services, Inc. provides discretionary portfolio management and related advisory services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and businesses, managing roughly $79.5 million for about 97 clients. The firm also offers financial and estate planning, due diligence, management consulting and financial administration on a limited basis and may recommend separately managed account programs.

AMFS constructs customized portfolios using a combination of fundamental research and technical analysis, emphasizing human-directed security selection and asset allocation tailored to each client’s time horizon, risk tolerance and objectives. Accounts are generally managed on a discretionary basis with ongoing monitoring, quarterly valuation reports, and the potential use of margin and options trading; the firm may select independent portfolio managers for separately managed accounts.

Notably, the firm is affiliated with another registered investment adviser that operates a private fund investing primarily in non‑public securities, and a member of its staff provides research support to that affiliated adviser — relationships the firm acknowledges as potential conflicts and seeks to manage. AMFS also shares administrative and marketing support with a management support company, segregates advisory files from affiliated activities, and prohibits certain insurance sales by its representatives to AMFS clients to mitigate conflicts of interest.