Separately Managed Accounts from AMG Explore our differentiated SMA line-up comprised of our independent partner-owned investment managers. Connect with AMG About Availability We have a unique model, which aligns our independent partner-owned investment managers for the benefit of our clients. Offering a full range of SMAs across investment styles, including U.S. and International Equity, ESG and Impact investing, and Fixed Income Strategies. SMA Overview The AMG Model Strategies Contact Us Potential Advantages of Separately Managed Accounts Managed by AMG’s network of autonomous investment firms, our SMAs offer ownership and flexiblity to high net worth investors, with exposure to a variety of investment styles. Potential benefits of investing in separately managed accounts include: Direct ownership of individual securities, which allows for customization and transparency A dedicated team of portfolio managers from AMG’s exclusive network of investment managers Greater tax efficiency than mutual funds, controlled by the individual The Opportunity Provided by AMG’s Unique Model AMG’s network of independent partner-owned investment managers offers investors exclusive access to strategies that are tailored to their investment goals. AMG’s unique business model allows investors to access boutiques that they otherwise could not. Our investment managers are focused specialists, which we believe benefits our clients’ portfolios. We provide access to separately managed accounts across nearly every asset class and up and down the risk spectrum including ESG, Fixed Income, Domestic, and International Equity. Learn more about our managers’ depth of experience and products offered below. Download our SMA Capabilities Brochure AMG Managers and Strategies Adding value with a proven approach, Beutel Goodman manages over $8 billion in U.S., EAFE, and global equities, with nearly $1.5 billion managed within separately managed account strategies. Strategies available on our platform: Global Equity International Equity U.S. Large Cap Value learn more Women-led and majority women- and employee-owned, Boston Common Asset Management integrates disciplined financial research with environmental, social, and governance (ESG) analysis. Strategies available on our platform: Global Impact International U.S. Large Cap Value learn more Frontier Capital Management Company, LLC, specializes in growth and value equity investments on behalf of institutional and individual clients. Strategies available on our platform: Mid Cap Growth learn more Harding Loevner manages global equity portfolios that are available to investors around the world. Strategies available on our platform: Global Equity ADR International Equity ADR learn more Tracing its history back to 1946, Montrusco Bolton Investments Inc. is an independent asset management firm. Their team of investment professionals still share the same entrepreneurial spirit which drives the way they serve their institutional clients globally. Strategies available on our platform: Global Equity ADR U.S. Large Cap Growth learn more Renaissance’s dynamic investment approach seeks to identify growth opportunities in all market environments and offer a wide range of equity investment options. Strategies on our platform: Emerging Markets Equity International Equity ADR International Small Cap Equity Large Cap Growth Mid Cap Growth Small Cap Growth learn more Ready for Next Steps? Give Us a Call Talk to one of our AMG representatives about our available strategies Advisor Line: 800.368.4410 Send Us an Email Send us your questions and we’ll be happy to answer! clientservices@amg.com There is no guarantee that these investment strategies will work under all market conditions, and each investor should evaluate their ability to invest for a long term, especially during periods of downturns in the market. Any sectors, industries, or accounts discussed should not be perceived as investment recommendations. The views expressed represent the opinions of AMG Funds LLC and are not intended as a forecast or guarantee of future results. This is for informational purposes only and should not be considered tax advice. Please consult your tax advisor concerning your particular situtation. AMG Funds LLC is a subsidiary and U.S distribution arm of Affiliated Managers Group, Inc. (NYSE: AMG).