• Home
• About Us
• Biography
• Advantage
• Contact Us

Planning for Your People

MAM, Inc. can assist small businesses with retirement plans. Whether you are looking for a 401K, SIMPLE IRA or SEP IRA for your business, we can help.

You have worked hard to build a successful business, now let us work to help build wealth for you and your employees. As a Registered Investment Advisor, we have a fiduciary responsibility to each client. We always do what is best for the client.

We can offer a very cost-effective plan with over 3000 investment options to offer. Great service, no hassles, no high commissions tied to the plan.

We will meet with every employee and develop an investment policy statement and investment approach tailored to meet the goals for each employee. We have a very simple yet effective approach.

• Experience 30+ years of investment industry experience.
  
  
• Independent employee-owned and operated investment management firm specializing in stocks, bonds, exchange-traded-funds and mutual funds.
  
  
• Relationships the goal is to establish a personal, long-term relationship with each client's ever changing lifestyle, goals and dreams.
  
  
• Security our firm uses one of the nation's largest brokerage firms to hold and safeguard clients' assets
  
  
• Attention client centered investment process to a limited number of clients
  
  
• Value our philosophy includes creating value and maximizing returns by using a disciplined approach for each and every client
  
  
• Consistency maintain a long-term perspective; no market timing