Amg National Trust Bank
AMG National Trust Bank is a privately-held, comprehensive wealth management and financial services firm headquartered in Greenwood Village, Colorado. Founded in 1975, AMG provides integrated services including investment management, financial planning, private banking, trust administration, tax preparation, and philanthropic advisory services to individuals, families, business owners, executives, and institutions. The firm has over 50 years of experience and serves a national client base across more than 2,000 accounts, supported by an employee count between 51 and 200. AMG is known for its bespoke, research-driven and holistic advice tailored to high-net-worth and institutional clients.
Investment Strategy
AMG National Trust Bank uses a research-driven investment approach characterized by extensive economic and market analysis, proprietary modeling, and decades of market experience. Its strategy emphasizes disciplined asset allocation, risk management, and tax efficiency, with the ability to customize portfolios according to each client’s return objectives and risk tolerance. AMG offers both traditional and alternative investments, access to private capital, and solutions tailored for individuals, endowments, foundations, and institutions. Independence allows AMG to select investment vehicles from across the broader market, aiming for consistent, risk-adjusted returns over the long term.
Top Holdings
Equity Positions (441)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 9.73% | $371.5M | 601,208 | $259.41 | $617.85 | +$31.8M |
I IWR | ISHARES TR | 9.15% | $349.2M | 3,796,616 | $46.37 | $91.97 | +$26.9M |
I IWM | ISHARES TR | 4.74% | $180.9M | 838,266 | $147.60 | $215.79 | +$7.5M |
V VOO | VANGUARD INDEX FDS | 4.02% | $153.3M | 269,806 | $418.59 | $568.03 | +$29.5M |
I IXUS | ISHARES TR | 3.07% | $117.1M | 1,515,241 | $58.54 | $77.31 | +$11.3M |
Options Positions (4)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | — | Put | $8.2M | 400 | $205.17 | $137.99 | 0 | -$678.4K |
R RTX | RTX CORPORATION | — | Put | $2.9M | 200 | $146.02 | $132.46 | 0 | +$271.2K |
N NVDA | NVIDIA CORPORATION | — | Put | $1.2M | 73 | $157.99 | $119.28 | 0 | +$362.2K |
M MAR | MARRIOTT INTL INC NEW | Bought | Put | $819.6K | 30 | $273.21 | $273.21 | +30 | +$819.6K |