A complete list of active advisors currently associated with AMI Asset Management Corp

Warmer can help you find a great advisor at AMI Asset Management Corp or one who fits your needs even better.

AMI Asset Management provides discretionary portfolio management to a mix of individual and high‑net‑worth clients, institutional accounts (including pension and profit‑sharing plans), trusts, corporations and non‑affiliated private pooled funds. The firm also delivers model portfolios through a Unified Overlay Management Program, acts as a sub‑advisor to third‑party advisers, and accepts accounts in wrap fee programs. The firm’s investment approach combines bottom‑up fundamental research for its equity strategies with a top‑down and bottom‑up process for fixed income, and it offers seven core strategies that include large‑ and small‑cap growth, an Amplified Growth sleeve, core and tax‑exempt fixed income, and a high‑yield capital appreciation product. Client objectives are gathered via questionnaires or investment policy statements, portfolios are continuously monitored by portfolio managers, and AMI provides electronic quarterly performance reporting and account customization (cash flow, yield and maturity constraints). What stands out relative to many peers is that AMI manages non‑affiliated private funds and pooled investment vehicles in addition to separately managed accounts, and it reported about $1.93 billion in discretionary AUM across nine advisors—producing AUM per advisor well above typical team firms. The firm’s operational setup emphasizes prime brokerage and custody through Schwab, a soft‑dollar/ research arrangement (including CAPIS and other research brokers) and use of third‑party proxy research (ISS), capabilities that support its trading, research and reporting practices and can enable prime brokerage or borrowing arrangements in separately managed accounts; principals also maintain outside private‑real‑estate partnerships that occasionally intersect with client investment discussions.

To learn more about the advisors currently working at AMI Asset Management Corp, 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.