Summerville, SC Sigma Drive Office

AMB Wealth serves individual clients (including high‑net‑worth individuals) and a range of institutional clients such as corporate pension and profit‑sharing plans, foundations, endowments, municipalities, trusts, and corporations. The firm provides discretionary portfolio management, model portfolios, financial planning and consulting, and access to alternative investments through third‑party platforms and sponsored fund offerings.

AMB’s investment process is overseen by a Chief Investment Strategist and a Portfolio Management Committee that combines fundamental and technical analysis, sector and asset‑allocation considerations, and individualized account management; equity strategies generally use individual securities while fixed‑income selection involves bond reviews and yield considerations. Client accounts are reviewed at least quarterly and are managed to align with each client’s stated objectives, risk tolerance, and time horizon.

What distinguishes AMB from many peers is its set of affiliated businesses and product capabilities: it operates an affiliated broker‑dealer (AMBBS), an affiliated professional services/accounting company, and an affiliated sponsor that periodically issues Madison Funds investing in real estate and private equity. The brochure discloses that certain advisors may solicit fund interests in their capacity as registered representatives of the broker‑dealer, and it describes custodial and clearing relationships (including First Clearing and Charles Schwab) and referral/fee‑sharing arrangements that the firm identifies as potential conflicts and says it seeks to mitigate.