Asset Management Group Ltd

Asset Management Group, Ltd. is a Registered Investment Adviser based in Northbrook, Illinois, established in 1990 by Glenn Movish, an attorney. The firm offers financial planning, retirement consulting, and investment management services to various clients, including individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. Clients can enter into written agreements with the Adviser to receive services on a discretionary or nondiscretionary basis. The firm uses tools like risk profiles and client questionnaires to determine clients' risk parameters and investment objectives. AMG primarily allocates client assets among mutual funds, exchange-traded funds, independent managers, and individual debt securities based on client investment objectives. The firm may also recommend third-party money managers for clients, receiving a referral fee in certain cases. AMG charges a management fee based on the value of assets under management, typically ranging from 0.10% to 1.50%. The firm does not charge performance-based fees and does not engage in side-by-side management. Clients may incur additional fees such as transaction costs imposed by third parties. AMG does not vote proxies on behalf of clients and does not have a history of disciplinary actions. The firm may receive compensation for referring clients to third-party money managers and has a privacy policy in place to protect clients' nonpublic personal information. For more information, clients can contact Glenn Movish at (847) 291-7909 or [email protected].