Am Investment Strategies, LLC

AM Investment Strategies, LLC, established in October 2012, is an investment advisory firm based in Chattanooga, Tennessee. The firm, led by principal owners Aon D. Miller and Laura G. Owsley, specializes in providing investment management services, limited financial planning, and reporting/account administration services. They manage over $700 million in assets on a discretionary and non-discretionary basis. Clients can opt for financial planning services covering areas like cash flow planning, retirement planning, and insurance analysis. Investment management services are tailored to individual needs, with a focus on equity securities and private placement securities for accredited investors. The firm acts as a fiduciary when providing individual retirement advice, ensuring recommendations are in the client's best interest. AM Investment Strategies charges an annual fee based on a percentage of assets under management, with fees varying based on portfolio value. The firm primarily uses fundamental analysis to make investment decisions and offers conservative, moderate growth, or aggressive growth portfolio strategies. Clients receive regular account reviews and reports, and the firm does not vote client securities. AM Investment Strategies does not have performance-based fees or side-by-side management arrangements. The firm's principals have no disciplinary events that impact their advisory business, and they are also licensed insurance agents. The firm's compliance procedures are overseen by a dedicated Compliance Officer.