Asset Management Group, Inc.
Asset Management Group, Inc. is an SEC-registered investment adviser founded in 1983 and headquartered in Stamford, Connecticut. The firm provides investment advisory services with a focus on financial advice and counseling, including estate planning, wealth management, and portfolio construction, serving individual and high net worth clients. With a small team of approximately 6 employees, Asset Management Group, Inc. manages portfolios primarily for individuals, high net worth individuals, some pension/profit sharing plans, and corporations.
Investment Strategy
Asset Management Group, Inc. employs a discretionary investment management approach that focuses on constructing diversified portfolios tailored to client needs. Their strategy emphasizes long-term growth and capital preservation primarily for individual and high net worth clients, utilizing an array of individual equities (such as Apple, Amazon, Microsoft), diversified across sectors. The firm does not manage pooled vehicles or mutual funds, instead concentrating on personalized portfolio solutions, financial planning, and risk management.
Top Holdings
Equity Positions (135)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VBR | VANGUARD INDEX FDS | 5.08% | $29.1M | 149,397 | $125.94 | $195.01 | +$1.1M |
Q QQQ | INVESCO QQQ TR | 3.89% | $22.3M | 40,421 | $265.86 | $551.64 | +$3.2M |
I IWS | ISHARES TR | 3.49% | $20.0M | 151,496 | $62.71 | $132.14 | +$973.4K |
A AAPL | APPLE INC | 3.43% | $19.7M | 95,970 | $32.80 | $205.17 | -$1.8M |
I IVV | ISHARES TR | 3.34% | $19.1M | 30,836 | $251.34 | $620.90 | +$1.8M |