About Our Firm
Advisors Management Group, Inc. was organized in 1988 as a Registered Investment Advisory firm. Our firm also provides financial planning, accounting, tax planning, and tax preparation for individuals and small businesses. The collaboration between these services provides maximum performance for our clients' personal and business assets. Our professional staff collaboratively serves clients nationwide through several offices in Wisconsin, including La Crosse, Eau Claire, Green Bay, and Fond du Lac.
Our firm follows disciplined strategies based on the scientific foundation of Value Investing developed by Benjamin Graham in the 1930s and Modern Portfolio Theory developed by Harry Markowitz in the 1950s. William Sharpe later expanded Modern Portfolio Theory and in 1990 Markowitz and Sharpe, its creators, won the Nobel Prize in Economic Science. Modern Portfolio Theory is based on strategic diversification of investments across several different asset classes. Appropriate diversification among asset classes and market sectors provides investors with more consistent returns over time.
At AMG we believe in the concept of creating shared value, where the policies and operating practices that enhance a company's operations, simultaneously works towards advancing the economic and social conditions in the communities in which it operates. Our shared value approach focuses on identifying and expanding the connections between societal and economic progress. This concept rests on the premise that both economic and social progress must be addressed using value principles. These principles are achieved by empowering our customers and employees. Where being successful is measured by the value that is brought to a customer is balanced by the value brought to our employees, and together, the value we deliver to our communities.