A complete list of active advisors currently associated with Amazz Investment Management, Inc.

Warmer can help you find a great advisor at Amazz Investment Management, Inc. or one who fits your needs even better.

Amazz Investment Management manages accounts primarily for individuals, high‑net‑worth clients, and trustees seeking long‑term equity management. In addition to discretionary stock selection and mutual fund asset‑allocation services, the firm’s principal provides tax preparation and financial advisory services through an affiliated accounting practice and operates related business valuation and merger‑and‑acquisition research businesses. The firm follows a value‑oriented approach, looking for companies it believes are trading below the price a third party would pay, investing across market capitalizations and favoring well‑capitalized, historically profitable firms. Portfolios are often concentrated rather than broadly diversified, are typically managed on a discretionary basis unless a client requests otherwise, and the adviser generally invests alongside clients to align interests. What is distinctive is the integration of accounting, tax, and valuation expertise into the advisory offering: the principal holds accounting and valuation credentials and maintains affiliated tax and valuation practices and an M&A research service. The firm also limits custody to a single custodial platform and does not accept other broker‑dealer relationships, which shapes how trades are executed and client accounts are administered.

To learn more about the advisors currently working at Amazz Investment Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.