Testimonials

It’s been about seven years since I began investing many of my clients within your AMP advisory portfolios, and it’s been a rewarding experience for both myself and my clients. Your actively managed portfolios have truly redefined the term “active.” Your Three Bucket Portfolios which consist of both active and passive mutual and index funds, have certainly benefited from your unique, disciplined investment strategy of buying into market dips of 10, 20, and 30% from recent market highs have provided my clients with the feeling that the fees they’re paying for active portfolio management are worth the cost as they have seen the benefits in their returns which are often in the top 10 and 20% of your peers on the Osaic/Envestnet Platform. Your All Equity and Dividend Growth & Income Managed Stock Portfolios have each provided focused exposure to Large Cap Growth and Large Cap Blend Stocks, which have a value tilt and consistently pay rising dividends to clients, respectively, have been excellent choices for my High-Net-Worth Clients who much prefer individual equities over open-end mutual funds or ETFs. In addition, your willingness to allow clients to get access to ongoing taxable gain and tax loss harvesting within these equity portfolios has been a tremendous benefit to these clients on both a real after-tax return basis. But these unique money management features and benefits are only the tip of the iceberg when it comes to the value I’ve gained from working with AMP Consulting Group.

The most potent benefit or “Advisor ALPHA” that I have received from working with you both is the additional timely market commentary pieces you create during times of significant market volatility, your concise Mid-Year Year-End Market Outlook pieces, as well as the customized pieces you are willing to develop and brand with me as the Advisor and your AMP team as my Asset Management Partner, have all been tremendous. In addition, the periodic client-facing Zoom Calls that you offer to speak to your Mid-Year and Year-End Market Pieces have been invaluable and have received rave reviews from my many clients who have watched them. In addition, your monthly market insight Zoom Calls with us Advisors have also been invaluable in helping me remain up to date on timely macro-economic and market changes to be well informed when providing fiduciary advice to my clients as a fee-based Financial Planner. This has been a huge differentiator from many other Asset Managers who need the band with or willingness to provide such customized and timely updates directly to their investor clients. This going the EXTRA MILE has helped me win rave reviews from my clients, not to mention the many personal client referrals that have come from their appreciation of receiving such concierge-level service from a small boutique Money Manager team. Finally, your willingness to help Advisors like me create customized investment pieces and brand them as a team has allowed me to obtain content to share at very high-end client appreciation events, which I host, knowing that the content that they receive at these events is timely, relevant and target towards their client demographic. Not to mention your generous willingness to appear in person at two of these events each year and speak to these pieces has been a real game changer with my clients.

In closing, it has been an absolute pleasure working with you both over these many years, and I look forward to all the fantastic ideas and plans you have for AMP consulting group to take its Advisor and client advisory experience to an even higher level. This type of access to such educated, professionally accredited, and dedicated professionals has given me the absolute confidence to know that I can compete against and win any new client advisory relationship in large part because of the incredible AMP team that’s a partner in my financial planning practice.

Non-Compensated endorsement; existing relationship may influence the endorsement; may not be representative of all client experiences; no guarantee of future performance or success.