High Net Worth Distribution Channel

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.