AMS Group LLC is a third party marketing organization formed to identify “Best of Class” asset managers and bring this select group to the National Investment Community.
AMS is designed to provide marketing, sales & client services for a group of relatively unknown investment managers to support open architecture models of individually managed accounts for Broker Dealers, Investment Advisors, Trust Companies and Consultants.
AMS’s team of experience professionals are focused upon the selection & representation of undiscovered investment managers with a high level of integrity that have been outside the mainstream national marketplace. Our firm provides direct access for our manager clients to registered investor advisors, retail investment professionals and high net worth investors.
Our ideal investment management candidates focus upon what they do best … money management versus marketing. AMS compliments our manager—clients with a broad prospect base, marketing expertise and process to deliver results.
Traditionally, our managers undergo a rigorous due diligence review and must meet
Strict criteria before we connect them to our client base of broker/dealers, investment advisors and varied investment channels.
Managers Selection Criteria:
AMS’s competitive advantage lies in its team of experience professionals. Our three founding partners have more than 75 years experience in the investment business with specialties in the development, marketing and wholesaling of investment products for the national arena. Each team member has served on both the wholesale and retail side of the business. Our team’s members experience extends from successful careers serving as retail investment advisor to senior executives of large investment firms. In other words, we understand the challenges each side faces in completing a sale for the benefit of the investor.