A complete list of active advisors currently associated with AMS Capital Management LLC

Warmer can help you find a great advisor at AMS Capital Management LLC or one who fits your needs even better.

AMS Capital Management LLC provides investment supervisory services, financial planning, consulting, and selection and monitoring services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm issues a monthly newsletter to clients, prepares written investment policy statements, and delivers financial plans and limited‑scope consulting engagements. AMS builds client‑specific Investment Policy Statements and uses fundamental analysis to evaluate and recommend mutual funds, equities, bonds, ETFs, REITs, and insurance products (including annuities and private placements) while generally implementing recommendations on a non‑discretionary basis. For retirement plan clients the firm provides selection and monitoring of investment options and quarterly participant education workshops consistent with ERISA Section 404(c). Distinctive features include reporting $39,125,000 in non‑discretionary assets and no discretionary AUM, and a client mix that includes institutional retirement plans for which the firm provides pension consulting and participant education—services that are relatively uncommon among independent peers. The firm’s principal is a licensed insurance agent and may offer commissionable insurance and annuity products alongside advisory services, and it distributes a monthly newsletter to clients—both uncommon characteristics for firms in this category.

To learn more about the advisors currently working at AMS Capital Management LLC, 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.

Name	Location	Years of experience
Allyson Saldana	San Mateo, CA	27

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