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Portfolio Management Group

2214 AXP Financial Center
MINNEAPOLIS, Minnesota 55474
United States
Contact :      Anne Kvanbeck
Phone :       612-671-3549
Fax :             612-671-5772
Email :
Web :           http://www.

Portfolio Management Group Information

Type of organization :
Total Assets Managed ($Mil) : $261
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1990
Wrap Programs Offered? : Yes
# of Accounts Managed : 1819
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Portfolio Management Group History

PMG was formed in 1990 to provide customized professional portfolio management to individual clients and small to medium-sized institutions with account minimums ranging from $100,000 to $10,000,000. As a division of American Express Asset Management Group Inc., PMG adheres to the same successful investment strategies of one of the nation’s oldest institutions money management firms. American Express Asset Management Group Inc.’s commitment to client service and reputation for integrity have made it the choice of major pension funds, endowment foundations and other institutions. PMG relies on teams of talented and experienced equity and fixed income portfolio managers, who average over 18 years in the investment management industry and some 10 years with the American Express Financial Corporation group of companies.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
Limited Partnership :
Foundations :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : Analysts :
Portfolio Managers : Traders :
Client Service : Operation :

Portfolio Management Group Personnel

Mr.  New Entry New Entry

Vice President
Tel : 612-671-0610

Ms.  Anne Kvanbeck

Tel : (612) 671-1602

Mr.  James Elder

Portfolio Manager
Tel : (612) 671-3131

Ms.  Lori Price

Tel : (612) 671-3549

Portfolio Management Group Product Name

Report Created: September,28 2020.  Copyright Money Manager Review , All rights Reserved.

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