Services

Build your financial strategy

Providing liquidity investment products and digital trading solutions to banks, corporates, and other institutional investors

Investment Banking

American Bankers Group Inc

Our promise is to provide Quality in our Banking Services to exceed expectations and to always perform our profession with the highest integrity and expertise. That’s our promise to you and to every client we are honored to work with.

Investment Banking
Transforming insights into opportunities that are tailored to your investing needs across public and private markets

Asset Management

Providing liquidity investment products and digital trading solutions to banks, corporates, and other institutional investors

  • Transforming insights into opportunities that are tailored to your investing needs across public and private markets
    Transforming insights into opportunities that are tailored to your investing needs across public and private markets
  • Providing liquidity investment products and digital trading solutions to banks, corporates, and other institutional investors
    Providing liquidity investment products and digital trading solutions to banks, corporates, and other institutional investors
Income

UNDERWRITING PROCESS

One of the first things an underwriter will need to know is how much income you have and the frequency in which it's received. You’ll typically be asked to provide your W-2s, recent pay stubs or Leave and Earnings Statement (LES) and recent bank statements. If you’re self-employed or own a business, your lender may require additional documentation such as Federal Income Tax returns. In addition, the lender must verify your employment.

You Dream, We Advice

Premier advice, solutions and service for ultra-high-net-worth individuals and select institutions.

Find an Advisor

Implement your plan. Your advisor acts as a “personal CFO,” saving you time for what matters most.

Implement your plan.

Your advisor acts as a “personal CFO,” saving you time for what matters most.

We are with you every step of the way

Personalized advice

Equities represent an ownership interest in a publicly traded corporation or pooled investment vehicle and may offer growth potential that can help you meet longer-term goals. Includes common stock, exchange traded funds, closed-end funds, certain listed preferred stocks and American Depositary Receipts. Assets include many different forms such as checking and savings accounts, stocks, bonds and retirement funds. The underwriter reviews your bank statements to ensure sufficient funds are available for closing and reserves. The reserves measure the number of months you could make your mortgage payment if there were a loss to your income.

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Contact The Experts

Help with complex needs that may require more sophisticated approaches, such as hedging a concentrated stock position. • Customized investment strategies. • Access to a team of sales traders that seek to provide you with best execution results

CEFs

Closed-End Funds

Are a type of registered investment company that uses an asset manager to meet specific investment objectives. CEFs are typically traded on an exchange, giving investors intra-day liquidity at market prices. Static portfolio of securities that is professionally selected by a manager that is constructed to implement a specific investment strategy with redemption at NAV available daily.

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Our Services

Providing liquidity investment products and digital trading solutions to banks, corporates, and other institutional investors