Our Clients
AMZCapital.com helps individuals and organizations with substantial resources and complex financial circumstances create and manage customized investment strategies. Our clients accomplish their goals through our suite of comprehensive investment advisory services. We pride ourselves on the many long-term client relationships we have nurtured over the years. We believe our success lies in our investment expertise and genuine objectivity, delivered in an attentively personal manner.
The following components are key to our investment philosophy:
Our philosophy is based on modern portfolio theory and asset allocation. Modern portfolio theory, which won a Nobel prize in economics for Harry Markowitz in 1990, demonstrates that there is a relationship between risk and return and when non-correlating assets are added to a portfolio, a higher portfolio risk-adjusted return is attained. Asset allocation identifies three areas of return: asset allocation, security selection and timing. The asset allocation decision is shown to be the most important variable in market returns. As a result of this theory, we concentrate efforts on the total portfolio composition and how assets are allocated throughout the various financial sectors .
AMZCapital.com believes that the cost to invest is critical in portfolio construction. Portfolios are constructed to represent the asset classes and markets we target at the least expensive cost. AMZCapital.com is client-focused. We provide free of cost Investment Advisory Services. We are compensated by the partner, you choose and there is no burden on client's end regarding our Advisory fees. Our independence, objectivity and fee structure prioritize a concern for the performance and growth of your portfolio rather than the sale of products and revenues derived from account activity.
AMZCapital.com pay particular attention to managing risk in portfolios. The three main areas that we focus on are volatility, downside risk and broad exposure. We measure these on a macro level for all of our client portfolios. As we re-balance portfolios, consideration is given to how certain financial sectors will affect the overall performance of the portfolio and day-to-day volatility.
AMZCapital.com construct a portfolio unique to your individual needs, rather than stick to a one size fits all mentality. We work with each client to build an Investment Policy Statement where your tolerance of risk, your return expectations and time frames for managing the portfolio are all conscientiously considered. If your primary money management objective is safety of principal, necessitating an investment approach with minimal risk, we can help you make this investment choice with confidence. On the other hand, if capital growth is your primary objective and you are comfortable with a higher risk factor, we can manage your portfolio accordingly. Understanding your financial goals and risk attitudes enables us to develop a personalized investment portfolio.
AMZCapital.com believes that confidentiality is important to any client relationship. A client's willingness and ability to share information is an important factor in our ability to address your true needs and concerns.
AMZCapital.com cannot and will not accept custody of your funds or securities. Your account and funds remain in your name and only you have all the control over you funds, deposited with a broker, bank or a custodian of your choice.
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