American Investment Management Group LLC

The firm provides investment advisory and financial planning services to a range of clients including individuals, high‑net‑worth clients, corporations, and pooled investment vehicles, and it outlines offerings that include portfolio management, sub‑advisory arrangements, and financial planning. In practice the brochure reports a very small client base and assets under management (two clients and roughly $3,532 in AUM) and also describes seminars and workshops as a formal client education offering.

The firm gathers client information through questionnaires and interviews to establish objectives and implements strategies informed by fundamental, technical, and cyclical analysis. It emphasizes quantifying and controlling risk, discloses the use of derivatives as hedging tools, and operates on a discretionary management basis with custodial reporting and fee processing handled through its chosen custodian.

Noteworthy for a firm of this scale, the brochure highlights periodic seminars and workshops (an uncommon service among similar independent advisers) and the capacity to serve as a sub‑adviser and to manage pooled investment vehicles. The brochure also discloses that the sole managing principal holds advanced academic and legal credentials, maintains several outside business interests, and receives certain economic benefits from its custodian while stating policies to address potential conflicts of interest.