AMS Management

Overview

AMS Management operates as a sole proprietorship focused on fee-based portfolio management for individuals and small businesses. The firm serves a client base of individual and family investors, charging a percentage-of-assets fee. It reports no activity as a capital allocator, is not registered as a multi-state or newly formed adviser, and does not position itself as an ESG investor. Primary advisory work centers on discretionary portfolio management rather than pension consulting or related-adviser structures.

Assets & Accounts

Public Holdings

Investments & Alternatives