- Develop and Implement Internal Controls to Safeguard Client Assets
- Budgeting and Planning
- Investment Strategy Development and Implementation
- Long-Term Goal Analysis
- Monthly Financial Statements and Custom Reporting
- IRS Compliance and Reporting
- Annual Audit and Independent Third Party CPA Reviews
- Insurance Policy Oversight
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Client Testimonial
"AMR's creative team continues to exceed our expectations. Their clever and creative designs have produced excellent branding for our website and other published materials. Moreover, the online real-time membership directory and listserv services that we incorporated into our website redesign allow our members to efficiently network and contact one another."
Regina Hilbert, plan administrator - Suffolk County, New York Supplemental Retirement Plan and NAGDCA past president
Regina Hilbert, plan administrator - Suffolk County, New York Supplemental Retirement Plan and NAGDCA past president
Financial Management
AMR's financial management service has a proven record of exceptional performance. Our experienced team is poised to help your organization reach new levels of stability through a complete range of long- and short-term planning, reporting and oversight capabilities. In addition, AMR’s Vice President of Finance and Operations is a Certified Public Accountant (CPA), which provides a higher level of oversight and quality assurance.
