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

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Personal Inflation Rate

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

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Newsletters

The Land of Income Mobility

In America, just about anyone who is dissatisfied with his income has the opportunity to roll up his sleeves and move into a different income bracket.

Never Too Old—or Too Rich—to Consider Life Insurance

There are many possible reasons to consider owning life insurance, even if you have convinced yourself that it's no longer necessary in your situation.

Defend Your Retirement from Inflation

Over long periods, inflation can pose a significant threat to quality of life for retirees, primarily because it reduces the purchasing power of their retirement incomes.

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.

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