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INVESTMENT MANAGEMENT

As your trusted Accredited Investment Fiduciary, Anthony Sce III of AMS Retirement Solutions aims to make your money work smarter, not harder for you. We shield you from the burden of monitoring and managing your portfolio so you can focus on living your goal life.

We believe that our clients choose us for a reason: we care. Our goal is to provide sound advice and personal attention while designing your financial future.  We work one-on-one with you to help ensure you obtain the planning and investment solutions that meet your unique needs and circumstances. At AMS Retirement Solutions, we have access to a wide array of financial companies and nonproprietary investment funds to help us keep the best interests of our clients top of mind.

Our Investment Management services include the following:

  • Cash and Money market funds*
  • Domestic and international stocks*
  • Mutual funds*
  • Exchange Traded Funds (ETFs)*
  • Fixed and variable annuities*
  • Strategic Asset Management (SAM)*
  • Model Wealth Portfolios (MWP)*
  • Alternative Investments*

*These products/services are offered through our affiliation with United Planners Financial Services