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AMG’s Affiliates serve two principal client groups in the
high net worth distribution channel, with approximately 50,000 accounts managed
in the channel. The first group consists principally of direct relationships
with ultra high net worth individuals and families and charitable foundations.
For these clients, AMG’s Affiliates provide investment management or customized
investment counseling and fiduciary services. The second group consists
principally of separately managed accounts for affluent individuals established
through brokerage firms and other intermediaries.
Through the Managers Investment Group (“Managers”) distribution platform, AMG
offers Affiliates with institutional investment products an opportunity to
access the separate account marketplace with the support of well-established
distributors in the broker-sold channel. Managers’ team of over 30 sales
professionals presently distributes separate account products on behalf
of more than 10 of AMG’s independent Affiliates, including Essex
Investment Management Company, Friess Associates, Frontier Capital Management
Company, J.M. Hartwell, The Renaissance Group, Rorer Asset Management and
Systematic Financial Management. In addition, Managers distributes AMG’s
Multiple Attribute Portfolios (“MAPs”), a series of portfolios designed to meet
a range of asset allocation preferences for separately managed account
investors tailored for the broker-sold channel. Each portfolio is managed by
multiple independent, specialty managers selected from among AMG’s Affiliates.
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