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| Additional information |
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| AMBS Investment Counsel, LLC |
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Overview:
AMBS Investment Counsel, LLC is a fee-based, independently managed, boutique investment advisory firm dedicated to delivering portfolios with specific characteristics and competitive results. We manage money for corporate and public retirement plans, foundations and endowments and portfolios for individuals and families with substantial wealth. Serving clients since 1982, our focus is on building value-style equity and quality-oriented fixed income separately managed accounts.
The firm, a registered investment advisor with the SEC, is currently owned and controlled by its principals, Barbara J. DeMoor, CFA, Wayne A. Titche, CFA, John K. Koczara, CFA, Allan J. Meyers, CFA, Jan R. Winters, JD, CFP, Kathleen A. Maciejewski, CIPM, Ryan M. Allen, CFA, Jennifer R. VanZyll and Convergent Capital Management, LLC (CCM), a strategic partner. CCM, an affiliate of City National Bank, owns a total of five investment management affiliates with assets of approximately $20 Billion*.
AMBS Investment Counsel has grown to approximately $480 million* in assets under management for about 125 clients. The strengths of AMBS Investment Counsel, LLC lie in the combination of our philosophy, people, process and the resulting performance. AMBS is focused on value-style equity and high-quality fixed income investing. We are a nimble, non-bureaucratic organization with a culture of open communication. The AMBS Investment Committee has combined experience of 120 years and is diverse in their backgrounds and experiences, which leads to multiple investment perspectives. We strongly believe in our disciplined investment philosophy and have a well-conceived, documented investment process that has historically produced excellent returns. |
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