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AMBS Investment Counsel, LLC

Suite 150 Waters Circle, 1241 E. Beltline NE
Grand Rapids, Michigan 49525
United States
 
Contact :      Mr. Scott W. Wagasky
Phone :       (616) 949-8160
Fax :             (616) 949-8161
Email :         kathy@ambsinvestment.com
Web :           http://www.ambsinvestment.com

AMBS Investment Counsel, LLC Information

Type of organization : Limited Liability Company
Total Assets Managed ($Mil) : $590
Tax-Exempt Managed ($Mil) : $299
Taxable Assets Managed ($Mil) : $229
Year Founded : 1982
Wrap Programs Offered? : No
# of Accounts Managed : 153
In-House Research : 60 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

AMBS Investment Counsel, LLC History

AMBS Investment Counsel, LLC is an independent, boutique, investment advisory firm that strives to deliver portfolios with specific characteristics and consistently competitive results. AMBS manages money for corporate and public retirement plans, foundations and endowments, portfolios for individuals and families with substantial wealth and also serves as a mutual fund sub-advisor. Serving clients since 1982, AMBS focuses on managing value-style separately managed accounts. The firm, a registered investment advisor with the SEC, is based in Grand Rapids, Michigan. As of September 30, 2008, AMBS manages approximately $590 million in assets for 153 clients. AMBS currently has 13 employees in a single location.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
239
$247
 
Limited Partnership :
 
Foundations :
29
$64
ERISA :
16
$47
Unions, Taft-Hartley :
0
$0
Public :
3
$31
Others :
4
$141
Total # of Professional : 12 Analysts : 1
Portfolio Managers : 4 Traders : 1
Client Service : 2 Operation : 5

AMBS Investment Counsel, LLC Personnel

Ms.  Kathleen A. Maciejewski

Operations/Administrators
Tel : (616) 949-8160
Email: kathy@ambsinvestment.com
Kathleen A. Maciejewski, CIPM joined AMBS Investment Counsel, LLC in 1998. She is the Operations Manager and Chief Compliance Officer. As Operations Manager, Kathy provides leadership to the Operations Team and is responsible for accurate and timely client reporting as well as general business reporting. She is also involved in maintaining the AMBS database library in order to effectively and efficiently respond to Requests for Proposal and other specific client requests. As Chief Compliance Officer, she is responsible for overseeing all aspects of the firm's compliance responsibilities. Kathy graduated from Grand Valley State University in 1996 earning a BA and a MBA in 2002. She earned her Certification in Investment Performance Measurement (CIPM) in 2007 and is a member of the CIPM Association.

Mr.  Wayne A. Titche

Portfolio Manager
Tel : 616 949 8160
Email: wayne@ambsinvestment.com
Wayne A. Titche, CFA joined AMBS Investment Counsel, LLC in 1993. He is the Chief Investment Officer (CIO) and a Principal of the firm. Wayne is a member of the AMBS Investment Committee where he provides leadership in the firm's equity analysis and selection. In addition, he manages accounts for institutional and individual investors. Prior to joining the firm, Wayne worked as an Investment Officer at Robert W. Baird for eleven years. He graduated from James Madison College at Michigan State University in 1982 earning a BA. Wayne is a past President of the CFA West Michigan Society, a member of the CFA Institute and has held the Chartered Financial Analyst (CFA) designation since 1986.

Mr.  John K. Koczara

Portfolio Manager
Tel : 616 949 8160
Email: john@ambsinvestment.com
John K. Koczara, CFA joined AMBS Investment Counsel, LLC in 2003. He is a Senior Vice President and a Principal of the firm. John is a member of the AMBS Investment Committee where he focuses on equity analysis and selection. John manages accounts for both individual and institutional investors. Prior to joining the firm, John held several managerial positions at a national full service broker-dealer. John graduated from Michigan State University in 1991 earning a BA in Finance. John is the current President of the CFA West Michigan Society, a member of the CFA Institute and has held the Chartered Financial Analyst (CFA) designation since 2001.

Ms.  Barbara J. DeMoor

Portfolio Manager
Tel : 616 949 8160
Email: barb@ambsinvestment.com
Barbara J. DeMoor, CFA joined AMBS Investment Counsel, LLC in 1988. She is CEO and a Principal of the firm. As a member of the Investment Committee, Barb provides leadership in the firm's fixed income management and is involved in equity selection. Barb assists a select group of clients in determining and implementing investment strategies. Prior to joining AMBS, Barb was with Old Kent Bank & Trust Company for nine years culminating in the position of Vice President and Trust Investment Officer. She graduated from Western Michigan University in 1978 and completed her graduate work at Aquinas College in 1983, earning a Masters of Management. Barb is a past President of the CFA West Michigan Society, a member of the CFA Institute and has held the Chartered Financial Analyst (CFA) designation since 1991.

Mr.  Scott W. Wagasky

Marketing Director
Tel : 616 949 8160
Email: scott@ambsinvestment.com
Scott W. Wagasky joined AMBS Investment Counsel, LLC in 2003. He is Director of Business Development and a Principal of the firm. Scott's focus is on providing leadership for the firm's business development strategy and implementation in the Institutional and Private Client marketplace. He is responsible for coordinating all aspects of client contact and communication throughout the sales process. He graduated from Michigan State University in 1986 earning a BA and completed his graduate work at Grand Valley State University in 1989, earning an MBA with Finance emphasis.

Mr.  Allan J. Meyers

Portfolio Manager
Tel : 616 949 8160
Email: al@ambsinvestment.com
Allan J. Meyers, CFA joined AMBS Investment Counsel, LLC in 2004. He is a Senior Vice President and a Principal of the firm. Al is a member of the AMBS Investment Committee where he focuses on equity analysis and selection. He manages accounts for both individual and institutional investors. Al has been in the investment business for over 25 years, spending most of his career at Old Kent/Fifth Third Bank. Initially, Al served as Fixed Income Manager in their Trust Department and later became Director of Equity Management in the Investment Management Group. He graduated from Western Michigan University with a BA in 1975 and an MBA in 1978. Al is a past President of the CFA West Michigan Society, a member of the CFA Institute and has held the Chartered Financial Analyst (CFA) designation since 1984.

Ms.  Jan R. Winters

President/CEO
Tel : 616-949-8160
Email: jan@ambsinvestment.com
Jan R. Winters, JD, CFP joined AMBS Investment Counsel, LLC in 2007. She is President and a Principal of the firm. Jan is responsible for coordinating contact and implementing investment strategy for many of AMBS' Institutional and Private Clients. She is also responsible for the day-today management of Client Service, Sales, Operations and Compliance at AMBS. Jan attends meetings of the AMBS Investment Committee, which enables her to possess an in-depth understanding of current portfolio holdings and positioning. Jan has been in the trust and investment business since 1990, spending most of her career at Old Kent/Fifth Third Bank where she was most recently Vice President in the Private Client Group. She graduated from Calvin College with a BS in 1977, completed her graduate work at DePaul University in 1981, earning her MA. She completed her Juris Doctor from Loyola University of Chicago School of Law in 1985. She earned Certified Financial Planner (CFP) designation in 2001.

Mr.  Ryan M. Allen

Researcher/Analyst
Tel : 616-949-8160
Email: ryan@ambsinvestment.com
Ryan M. Allen, CFA joined AMBS Investment Counsel, LLC in 2008 as a Senior Investment Analyst. Ryan is a non-voting member of the AMBS Investment Committee where he focuses on equity and fixed income analysis and special projects for the Investment Committee. Prior to joining the firm, Ryan was an Assistant Vice President and Senior Analyst of closely held and middle market credits at Bank One. In addition, he was a Vice President and Portfolio Manager for Founders Bank & Trust. He graduated with a BBA in Finance from Grand Valley State University in 1999. Ryan is a member of the CFA Institute and has held the Chartered Financial Analyst (CFA) designation since 2004.

Ms.  Jennifer R. VanZyll

Client Contact
Tel : 616-949-8160
Email: jennifer@ambsinvestment.com
Jennifer joinded AMBS Investment Counsel, LLC in 1998. She is an Investment Advisor and is responsible for coordinating client contact and implementing investment stratgey for many of AMBS Private Clients. She is also responsible for providing accurate and timely client reports in order to support the Investment Committee and client relationship manager. Jennifer attends meetings of the AMBS Investment Committee, which enables her to possess an in-depth understanding of current portfolio holdings and positioning and is involved in special assignments for equity and fixed income research and selection. jennifer graduated from Grand Valley State University in 2000, earning a BA and completed her graduate work at Grand Valley State University in 2003, earning an MBA.

AMBS Investment Counsel, LLC Product Name

Traditional Large Cap Value Equity - Gross of Fees:Privately Managed Accounts
Traditional Large Cap Value Equity- Net of Fees:Privately Managed Accounts
Report Created: September,25 2018.  Copyright Money Manager Review , All rights Reserved.
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