Introduction

Nothing matters more than working with high quality partners. Integrity tops the list of qualifications. Aside from the powerful fact that moral behavior defines a fundamentally important standard, acting in an ethical manner represents a pragmatic means of improving the probability of investment success.

— David Swensen

Introduction

AMI Investment Management was founded as an independent registered investment advisor (RIA) in 1995. Today, AMI manages over $300 million dollars in investment assets. AMI has continually been ranked as a leading financial advisory firm by Bloomberg Wealth Manager Magazine. Our firm focuses on managing investment portfolios for institutions and individuals in accordance with their goals and objectives.* We provide investment solutions tailored to each client’s unique circumstances and grounded in our disciplined, bottom-up investment research. We work with several large foundations and institutions and a number of businesses and individuals.

Our experience and research indicate that long-term investment management success requires three key components:

A successful investment manager must combine a thorough understanding of the client’s unique circumstances with a deep, ongoing knowledge of investment markets and portfolio strategies. It is imperative that an investment manager must also demonstrate the integrity and ability to always act in the best interest of the client.

We set ourselves apart through an intense, undivided focus on client service and investment research. Our culture is focused on exhibiting and enhancing three key traits:

The intelligence to understand rapidly changing financial markets, complex economic

environments and unique client circumstances

The passion and work ethic to perform in-depth investment research, due diligence and

economic analysis

The integrity to act solely in the interest of the client.

*AMI’s primary task is investing our clients’ assets in a manner consistent with their goals and objectives. AMI also offers expertise in areas related to portfolio management, including estate planning, philanthropic planning, college savings, cash management, etc.