AMP Wealth Management
Collective Investment Funds featuring dividend-focused strategies for the efficient management of qualified retirement plan assets.
| Date | Investors | Amount | Round |
|---|---|---|---|
* | N/A | Acquisition | |
| Total Funding | 000k | ||
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This firm provides investment management services centered on dividend-based strategies. It operates on the principle that dividend investing is a distinct strategic style, focusing on companies with established histories of positive dividend policies, earnings, and payouts.
The firm's primary offerings are the AMP Rising Dividend Strategy and an Income Generating Strategy. These are delivered through Collective Investment Funds (CIFs), a vehicle chosen for its low-cost structure, which the firm views as the most efficient method for managing qualified plan money. To facilitate this, the company has established a partnership with Alta Trust.
Initially founded to offer an academically-based investment alternative to medical and dental professionals, the firm's focus includes qualified retirement plans, as evidenced by the team's experience with ERISA. The investment management team is composed of three individuals with backgrounds in investment management, business management, finance, and engineering.
Keywords: Investment Management, Collective Investment Funds, Dividend Strategy, Qualified Plans, Retirement Plans, Asset Management, ERISA, Financial Services, Income Generation, Portfolio Management