A complete list of active advisors currently associated with American Market Advisors, Inc.

Warmer can help you find a great advisor at American Market Advisors, Inc. or one who fits your needs even better.

American Market Advisors provides discretionary and non-discretionary portfolio management primarily for high net worth individuals and a small number of institutional clients, including pension and charitable accounts. The firm does not serve non-high-net-worth retail clients and discloses an individual account minimum of $600,000. The firm combines fundamental, technical, and quantitative analysis to construct risk-adjusted equity and fixed income portfolios and integrates risk management into each program. Strategies described in the brochure include diversification, the use of options, long/short techniques, and short selling, and clients complete a Confidential Information Document to establish goals and risk tolerances before implementation. AMA is affiliated with an accounting practice and its president holds CPA and PFS credentials; the brochure says the firm’s accounting background is used to analyze financial and tax issues as part of investment decision-making. Compared with peers, AMA operates on a very small scale—reporting roughly $25.3 million in discretionary assets—yet offers trading techniques and the occasional use of outside paid advisers that are more commonly seen at larger or specialized firms.

To learn more about the advisors currently working at American Market Advisors, 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.