Asset Management Group, Inc.

Asset Management Group, Inc. provides discretionary portfolio management, comprehensive financial planning, and consulting to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, and corporate entities. The firm prepares written financial plans covering cash flow, tax and estate planning, retirement, portfolio management, and insurance analysis and manages client portfolios on an ongoing basis.

The firm’s investment process draws on fundamental, technical, quantitative and qualitative analysis and emphasizes asset allocation, mutual fund/ETF selection, and a mix of long‑ and short‑term strategies. AMG discloses limited use of margin/borrowing in separately managed accounts and option writing as part of its investment toolkit, and it acts as a fiduciary for retirement accounts under ERISA/IRC standards with periodic written reviews for portfolio clients.

AMG’s brochure highlights several features that distinguish it from many peers: the principal and certain staff are dually licensed to act as a registered representative of a broker‑dealer and as licensed insurance agents, and the firm operates as a licensed insurance agency, with related commissions disclosed as potential conflicts of interest. The firm also manages an unusually large amount of assets relative to its advisory headcount (nearly $898.3 million in discretionary AUM), maintains constructive custody procedures that include an annual surprise CPA exam, and has formal succession support arrangements with an affiliated SEC‑registered adviser and a concentration of retirement‑focused professional credentials among its staff.