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AMI Asset Management

10866 Wilshire Boulevard, Ste. 770
Los Angeles, California 90024
United States
 
Contact :      Same
Phone :       424-320-4007
Fax :             424-320-4181
Email :         mdorband@amiassetmanagement.com
Web :           http://www.amiassetmanagement.com

AMI Asset Management Information

Type of organization : S Corporation
Total Assets Managed ($Mil) : $1,742
Tax-Exempt Managed ($Mil) : $774
Taxable Assets Managed ($Mil) : $968
Year Founded : 1996
Wrap Programs Offered? : No
# of Accounts Managed : 1331
In-House Research : 80 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

AMI Asset Management History

AMI Asset Management is a Los Angeles based registered investment advisor with $1.7 billion* in assets under management.  The firm manages three institutional equity strategies including U.S. Small Cap Growth Equity, Large Cap Growth Equity and Small-Mid Capitalization Growth Equity.  In addition, the firm separately manages fixed income on behalf of its high net worth clients.  AMI’s goal is to generate superior performance while maintaining a low risk profile through the implementation of a unique GARP Strategy focused on investing in high quality, growing companies with recurring revenue business models.  AMI is employee owned and has been profitable since inception.  The firm claims compliance with the Global Investment Performance Standards (GIPS®).

Firm History

  • 1975:  Bill Tanner co-founded a business management accounting firm in Los Angeles which focused on managing the business affairs of individuals in the entertainment industry.   During his time at the accounting firm, Mr. Tanner developed a form of a GARP strategy focused on investing in companies with recurring revenue business models.
  • 1994: AMI Asset Management Corporation, a registered investment advisor, is formed. 
  • 1998: Mr. Tanner begins managing large cap growth portfolios on behalf of his clients.
  • 2000:  Matt Humiston is hired to help formalize the business structure.  Asset growth accelerated.
  • 2005:  Chris Sessing is hired from Crowell, Weedon & Co. to co-manage the equity portfolio with Mr. Tanner.
  • 2008: AMI launches the AMI Small Cap Growth Equity strategy, which is managed in the same fashion as the large cap growth strategy, but focuses on companies with a market capitalization between $100 million and $5 billion.  
  • 2010: Darrin Mainstain joins the investment team as an Equity Analyst
  • 2012: Matt Dorband is hired to lead the institutional sales and marketing efforts. 
  • 2013: The firm's assets under management surpass $1 billion.  AMI starts a third equity strategy, AMI SMID Cap Growth Equity, which focuses on investing in domestic companies with a market capitalization between $500 million and $5 billion.
  • 2015: With the hiring of Senior Equity Analyst, Andrew Zamfotis, AMI expands its equity research team.
  • 2016: Richard Schimbor joins the firm as an Equity Analyst. Rob Knowles joins the firm as the Senior Vice President Institutional Markets, expanding AMI’s Marketing & Sales team.
  • 2017: Andrew Zamfotis is promoted to Portfolio Manager and Darrin Mainstain is promoted to Senior Equity Analyst.

*As of June 30, 2018.


Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
1244
$1252
 
Limited Partnership :
 
Foundations :
18
$62
ERISA :
44
$66
Unions, Taft-Hartley :
1
$5
Public :
4
$248
Others :
20
$109
Total # of Professional : 15 Analysts : 3
Portfolio Managers : 3 Traders : 3
Client Service : 3 Operation : 3

AMI Asset Management Personnel

Mr.  William Tanner

Portfolio Manager
Tel : 424-320-4001
Email: bt@amiassetmanagement.com
Mr. William Tanner, CPA, Co-Founder – Lead Portfolio Manager Mr. Tanner is the President and Lead Portfolio Manager and founded the firm in 1996. Mr. Tanner has been advising clients on their equity investments for almost 30 years. Mr. Tanner started his analytical career auditing small and medium sized companies for a public accounting firm before co-founding in 1975 the CPA/Business Management firm Tanner Mainstain Blatt & Glynn. Mr. Tanner earned a degree in Business Administration and Accounting from the University of California, Los Angeles and a Master's Degree in Taxation. Mr. Tanner’s professional and business activities include being a member of the American Institute of Certified Public Accountants (AICPA) and The California Society of Certified Public Accountants. Mr. Tanner has experience in all phases of investments, business management, and estate planning and tax issues.

Mr.  Matthew Humiston

Portfolio Manager
Tel : 424-320-4002
Email: matt@amiassetmanagement.com
Mr. Matthew Humiston, COO - Co-Portfolio Manager Mr. Humiston joined AMI in 2000 and is a Co-Portfolio Manager and the Chief Operating Officer at AMI. Mr. Humiston has worked directly with Mr. Tanner overseeing all decisions and investments within the portfolios. In addition to overseeing the day-to-day operations he is also responsible for client service and portfolio management for high net worth clients. Mr. Humiston earned a degree in Business and Economics from the University of California, Santa Barbara.

Mr.  Chris Sessing

Researcher/Analyst
Tel : 424-320-4004
Email: chris@amiassetmanagement.com
Mr. Christian Sessing, CFA, Senior Equity Analyst and Assistant PM Mr. Sessing joined AMI in 2005 and is responsible for providing due diligence on current and prospective equity investments. Mr. Sessing began his career as an Equity Analyst with a regional brokerage firm and has spent the 5 years prior to AMI as an Equity Analyst at Crowell, Weedon & Co where he earned a 5-Star rating for stock picking performance from StarMine. Mr. Sessing earned a B.S. in Business Administration with a concentration in Finance from California State University, Northridge, and holds the Chartered Financial Analyst (CFA) designation. Mr. Sessing’s professional and business activities include being a member of the CFA Institute (formerly the Association for Investment Management and Research) and The CFA Society of Los Angeles.

Mr.  Matthew Dorband

Marketing Director
Tel : 424-320-4007
Email: mdorband@amiassetmanagement.com

AMI Asset Management Product Name

AMI Large Cap Growth Equity:Privately Managed Accounts
AMI Small Cap Growth Equity:Privately Managed Accounts
AMI SMID Cap Growth Equity:Privately Managed Accounts
Report Created: September,22 2018.  Copyright Money Manager Review , All rights Reserved.
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