A Family Investment Office is the structure in which you and your family can hire a Chief Investment Officer and an entire Investment Team to advise and serve you totally separate from any financial institution and Wall Street.

A CHIEF INVESTMENT OFFICER

with experience investing billions of dollars for wealthy individuals and families over 25 years

INVESTMENT COMMITTEE

Accomplished global investors

PROVEN INVESTMENT PHILOSOPHY

Long-term wealth preservation

GLOBAL NETWORK OF LEADING MINDS

Diverse market intelligence

INDEPENDENT VIEWS

Objective investment analysis

PROACTIVE FINANCIAL SUPPORT

Advice, oversight, and coordination

INVESTMENT COMMITTEE

Accomplished global investors

Investment Committee

Investment Committee

A group of accomplished global investors that inform investment strategy and help to identify investment opportunities.

PROVEN INVESTMENT PHILOSOPHY

Long-term wealth preservation

Proven Investment Philosophy

Proven Investment Philosophy

An understandable approach to long-term wealth preservation that combines a handful of simple investment principles with a sophisticated array of investment strategies.

GLOBAL NETWORK OF LEADING MINDS

Diverse market intelligence

Global Network of Leading Investment Minds

Global Network of Leading Investment Minds

A diverse network of investment thinking, from some of the brightest investment minds, and access to attractive investment strategies and opportunities around the world.

INDEPENDENT VIEWS

Objective investment analysis

Independent Views

Independent Views

Experienced, unbiased selection of various investments as well as transparency into each investment’s individual merits, performance and costs.

PROACTIVE FINANCIAL SUPPORT

Advice, oversight, and coordination

Proactive Financial Support

Proactive Financial Support

An experienced team of genuinely nice individuals working tirelessly to ensure seamless and timely execution of your wealth management.

The Difference

People choose AM Global because they want to receive investment advice from experienced professionals who are aligned with their best interests.

AM Global Familiy Investment Office

Traditional Wealth Management Firms

Side-by-Side

Principals invest personal wealth alongside clients

Integrity

Transactional

Like to tell you what's good for you but "don't eat their own cooking"

Consistent Compounding

Focused on consistently generating positive returns, not relative returns

Investment Objective

Index Focused

Focused on relative performance, even if performance is sub-par or negative

Unconstrained

Independently sourced investment options from providers around the globe with no fee sharing or other economic relationships

Investment Options

Proprietary Investment

Investment choices are limited to proprietary funds and third-party managers selected for distribution

Our Services

Each client benefits from a comprehensive set of investment services and the full support of all of the professionals in our Family Investment Office. We neither dabble in every aspect of wealth management nor are a ‘one-stop-shop’ wealth manager. We first focus on investing and then the issues and opportunities that follow.

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Family Investment Governance

Family Investment Governance ensures that your wealth objectives are clearly understood and accurately documented. We carefully explain investment matters, opportunities, trade-offs and decisions and clearly outline your wealth objectives.

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Investment Process

Our Investment Process is the implementation of the governing parameters we outline together. In building client portfolios, we consistently adhere to our investment philosophy.

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Financial Coordination

Financial Coordination ensures the investment decisions we make in managing your portfolio are aligned with your broader financial planning and other advisors to avoid errors and inefficiencies.