AMI Investment Management provides independent investment management and financial planning services primarily for long-term individual and institutional investors. Founded in 1995, AMI focuses on protecting and enhancing the purchasing power of clients' assets through bottom-up fundamental research and value investing principles. The firm builds customized portfolios across stocks, bonds, mutual funds, exchange-traded funds, and alternative investments according to each client's specific investment policy statement. AMI generally operates with the authority to make trades without asking first. In addition to portfolio management, AMI offers financial planning services covering retirement, education, estate, and tax planning, which are typically included as part of the core investment advisory relationship at no extra charge.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees are regarded as non-negotiable, though the firm retains the right to make exceptions.