Amazz Investment Management focuses on buying stocks of companies believed to be trading below their actual value. They prefer companies with strong balance sheets and a history of profitability. Amazz invests in companies of all sizes and prefers managements that act in the best interest of shareholders. For clients who don't want individual stock programs, Amazz can help establish a mutual fund asset allocation. Amazz does not tailor its advisory services to clients, unless requested and agreed upon. Clients may not impose restrictions on the type of equity or fixed income securities Amazz can buy.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be reduced for larger client accounts or accounts where Amazz does not manage the entire account. Fees may also be reduced for clients using a mutual fund asset allocation program. Fees can be negotiated.