Green Bay, WI Office

Advisors Management Group provides investment advisory and financial planning services to individuals (including high-net-worth clients), trusts, estates, charitable organizations, corporations and participants in employer-sponsored retirement plans. The firm offers portfolio management, financial planning, 401(k) plan participant consulting, business consulting and also prepares income tax returns and provides bookkeeping, accounting and payroll services.

AMG follows a diversified, model-driven investment approach that emphasizes ETFs, mutual funds and individual equities and offers five general asset-allocation models (Aggressive, 100% Stock, Moderate, Dividend Stock and Capital Preservation) tailored to clients’ risk tolerance and time horizon. Portfolios are monitored regularly, quarterly performance reports are provided, and AMG generally manages discretionary accounts while providing non-discretionary advice to plan sponsors and plan participants.

Distinctive elements noted in the brochure include its in-house tax and accounting offerings, which the firm discloses as a financial interest and a potential conflict of interest (clients are not required to use those services), and its ownership structure in which a significant portion of the firm is held in an employee stock ownership trust. The firm also routinely works with plan sponsors in selecting and monitoring retirement-plan investments and provides business consulting services in addition to traditional investment management.