Ami Investment Management Inc.
AMI Investment Management Inc is a registered investment adviser headquartered in Kendallville, Indiana that provides discretionary investment management and advisory services. As of 2025, they manage over $838 million in assets for a diverse set of clients, including individuals (high net worth and others) and charitable organizations. The firm employs 5 people and has served the investment needs of clients for several years, focusing on a high-touch, client-centric approach.
Investment Strategy
AMI Investment Management Inc offers fully discretionary investment advisory services and constructs primarily equity and balanced portfolios for its clients. Its philosophy emphasizes diversification, high-quality securities, and long-term investment objectives tailored to the goals of each client. The firm manages portfolios to align with clients’ risk tolerances and needs, with a significant focus on growth and preserving capital, and invests extensively in large-cap equities with additional allocations as appropriate to fixed income and other asset classes.
Top Holdings
Equity Positions (71)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VGT | VANGUARD WORLD FD | 11.64% | $50.2M | 67,199 | $290.16 | $746.63 | +$7.4M |
V VGSH | VANGUARD SCOTTSDALE FDS | 11.19% | $48.2M | 819,368 | $57.95 | $58.85 | +$1.0M |
V VCSH | VANGUARD SCOTTSDALE FDS | 9.03% | $38.9M | 486,906 | $79.29 | $79.93 | +$3.6M |
V VCRB | VANGUARD MALVERN FDS | 7.71% | $33.2M | 423,737 | $78.07 | $78.41 | +$19.8M |
V VGIT | VANGUARD SCOTTSDALE FDS | 4.28% | $18.4M | 307,232 | $58.96 | $60.03 | +$4.2M |