ASSET MANAGEMENT GROUP LTD.

Glenn Movish, JD, CFP®

 

 

 

 

 Firm Address

3400 Dundee Rd, Suite 145
Northbrook Illinois 60062-2320

amg@assetmgnt.com

 

 Professional Services 

· Money Management
· Investment Advisory Services
· Financial Planning
· Estate Planning

 

Glenn Movish, JD, CFP®
The Asset Management Group Ltd. is an SEC Registered Investment Advisory firm.  Glenn A. Movish, the owner of the firm, earned his law degree from Washington University School of Law (St. Louis) and his Certified Financial Planning (CFP®) designation from the College of Financial Planning (Denver, Colorado) in 1987.

The Asset Management Group Ltd. is an independent, fee-based, investment management firm.  All types of marketable securities are utilized in meeting client financial objectives but low cost index funds, DFA funds, Exchange Traded Funds and individual bonds are favored.  We have a common sense approach to investing and philosophically we are more concerned with fundamental analysis and downside protection than we are with momentum investing, new fads, and producing random outsized returns.  Of course, investing involves risk including the potential for principal loss and there is no guarantee our strategy will, at all times, be successful.

All accounts are held at Fidelity and clients receive monthly statements, tax reports and trade confirmations directly from Fidelity.  Additionally, clients receive a personalized quarterly letter detailing investment returns and portfolio changes.

Alex Grinshpun CFP, MBA, CPM assists with analysis and trading.  Gloria Gonzalez assists with client services and operations.

 

 

 

 

 

 

 

 

 

 

 

 

 

 
Calculators

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Disability Income Insurance

How much Disability Income Insurance do you need?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

More Calculators →

Newsletters

A Graceful Departure

An exit strategy is important for any business owner who plans to leave the company he or she has nurtured and built.

Save the Date

There are several key retirement milestones tied to specific birthdays or ages. This quiz asks readers to identify several.

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

Fixed Annuities May Offer Stability

A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.

More Newsletters →