-
Grabill Financial
Distance: 19.6 Mi3702 New Vision Dr
46845-1703 Fort Wayne -
BSB Investments
Distance: 39.7 Mi150 Hauenstein Rd
46750-8428 Huntington -
Compass Financial Advisors LLC
Distance: 41.4 Mi3140 Windsor Court
46514 Elkhart -
Indiana Trust and Investment Management Company
Distance: 50.3 MiEdison Lakes 3930 Edison Lakes Pkwy Ste 250
46545 Mishawaka -
Sycamore Financial Group (SFG)
Distance: 82.4 Mi2713 Rockford Ln
46902 Kokomo
Website Links
Description
AMI collects information about you (such as your name, address, social security number, assets and income) from our discussions with you, from documents that you may deliver to us and in the course of providing advisory services for you. We may use this information to provide advisory services to you, to open an account for you, to process a transaction for your account or otherwise in furtherance of our business.
AMI Investment Management was founded as an independent registered investment advisor (RIA) in 1995. Today, AMI manages over $400 million dollars in investment assets. AMI has continually been ranked as a leading financial advisory firm by Bloomberg Wealth Manager Magazine . Our firm focuses on managing investment portfolios for institutions and individuals in accordance with their goals and objectives.* We provide investment solutions tailored to each client’s unique circumstances and grounded in our disciplined, bottom-up investment research.
Because of our commitment to service, we must limit the number of individuals and institutions that we may form relationships with. Our target client is an institution or individual with more than $1 million in investable assets and a long-term investment horizon. This allows us to focus on a limited client base, providing personalized service to individuals and institutions who have entrusted us with their assets.
Mr. Axel graduated from Wabash College with a Bachelor of Arts degree in economics. He received his MBA from Vanderbilt University with a concentration in finance and investments. Mr. Axel was awarded the Chartered Financial Analyst (CFA)* designation in 1994 and is a member of the CFA Institute. He has nineteen years of experience in the investment industry.
AMI restricts access to nonpublic personal information about you to our employees who need to know that information to provide services to you. We maintain physical, electronic and procedural safeguards that comply with federal standards to guard your personal information.