Client in a Financial Planning Meeting at AMG in Wisconsin

The Fiduciary Experience at Advisors Management Group

As fiduciaries, it is our legal obligation to act in your best interest at all times. We are advisors, not sales people. Our recommendations are not based on commissions or quotas. We focus on your goals and create solutions for the best way to meet them.

Our Fiduciary Commitment to You

  • We will serve your best interest first and always, without exception
  • We will maintain complete transparency
  • We will avoid conflicts of interest
  • We will act with prudence, skill, care, diligence, and good judgment
  • You will be contacted regularly for portfolio reviews
  • We will provide full and fair disclosure of all important information

AMG’s Signed Fiduciary Questionnaire

Unsigned Fiduciary Questionnaire

What Fee-Only Means for You

  • We will never accept commissions or compensation of any kind based on where your money is held or which particular investments you hold
  • The only compensation AMG receives is directly from our clients, avoiding conflicts of interest
  • Because we are paid along the way to take care of your assets, portfolios are actively managed and adjusted to meet your specific needs and based on the current economic and market conditions
  • We will use due diligence to ensure that unnecessary portfolio costs are avoided
Application of Diversification: Determinants of Portfolio Performance