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AMI Philosophy
 THE INVESTMENT
 PROCESS
CORE INVESTMENT BELIEFS
ASSET CLASSES
CONTRARIAN APPROACH
AMI PRINCIPLES
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Investors should remember that excitement and expenses are their enemies. And if they insist on trying to time their participation in equities, they should try to be fearful when others are greedy and greedy only when others are fearful.
— Warren Buffett
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The Investment Process
 Investment success requires an understanding of the client’s return objectives and risk tolerance, knowledge of financial markets and consistent adherence to a disciplined, intelligent approach to portfolio management that serves the interests of the client.
We strive to ensure that we have a thorough understanding of a client’s risk tolerance, which includes considerations of both willingness and ability to take risk. We work with the client to formulate an Investment Policy Statement (IPS) that frames how the portfolio will be managed to generate the highest probability of meeting the investor’s goals. The IPS is updated on a regular basis to ensure best execution. Once we understand the client’s goals and objectives, we combine that information with our financial market research and knowledge to structure intelligent investment portfolios. Investment management is a continual process, requiring ongoing input from the client pertaining to potential changes in goals and objectives and constant research of financial markets and investment securities.
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