THE AMM DIFFERENCE
Our “client first” commitment means that not only will we act as your trusted fiduciaries, but will provide you with a high level of personalization and accountability in all facets of our relationship
Personalized Investment Portfolios
We make sure to understand your concerns, aspirations, and objectives before we build your portfolio. The investment strategies we recommend will be based on your goals, time horizon, risk tolerance, and tax sensitivity.
Your Interests First
As an SEC registered investment advisor, we have a fiduciary obligation to put your interests first. We don’t earn commissions or charge hidden fees. The only compensation we receive comes from you. And with our transparent, low-fee structure, you will always know the services that you are paying for.
Transparency at Its Best
We have invested in state-of-the-art technology and reporting so that you can view your investments whenever and wherever you like. Our client reporting portal will provide you with a clear view of your portfolio's net performance, holdings, projected income and much more.
Commitment to Your Peace of Mind
Your assets are held in custody at Charles Schwab & Co., a financially strong and stable institution.
Creativity Is Embraced
For qualified investors we may recommend private securities such as collateralized notes and first trust deed investments. We recommend these options only after we are satisfied that they will provide both high odds of sustainable income generation and acceptable, well defined downside risk.
Financial Planning Is Important
We strive to help you in all areas of your life. We encourage you to talk with us about your financial concerns so we can recommend suitable options and solutions. You won’t have to do it yourself either—we will help implement the solutions that best resolve your issue and increase your peace of mind.
OUR PROCESS
When we begin working together, we embark on a process of discovery that never truly ends. Our process is intended to learn about you and your objectives, create the strategies that can help achieve your objectives, and make sure your portfolio remains in sync with your life.
1
Getting to Know You
We begin our relationship by learning about your investment goals, risk tolerance, time horizon, income requirements, and tax sensitivity.
2
Developing Your Investment Strategy
We create an investment strategy that will guide us in the creation and management of your portfolio.
3
Policy Implementation
We begin implementing your portfolio strategies, providing you full access to your portfolio performance and strategy information so you can track your progress.
4
Continuous Oversight and Monitoring
Once we have implemented your portfolio, we continually monitor your investments, making adjustments as necessary, while maintaining detailed tax records.
5
Regular Communication
We communicate with you through multiple channels, including periodic phone calls to review your portfolio, quarterly newsletters, and directly through our secure client portal emails.
