Committed to helping our clients succeed
Financial Planning
Investment Management
Institutional Asset Management
"AIS publications do not appeal to the millions of investors who are addicted to chasing stock market fluctuations"
American Investment Services (AIS) is an SEC Registered Investment Adviser* founded in 1978.
We proudly use funds provided by Dimensional Fund Advisors, Vanguard, and other low-cost providers.
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Covering developments in investment theory and financial markets, and analyzing their potential significance for individual investors. Digital subscriptions are available free of charge.
Even though AIS’ stated privacy policy and practice does not permit sharing of clients’ personally identifiable information (PII) with third-parties, due to the regulatory obligations imposed under the European Union’s (EU) General Data Protection Regulation (GDPR), AIS will no longer offer to or accept Investment Guide subscriptions from existing or new users located in the EU or the European Economic Area (EEA).
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Individual investors please call
413-591-4445
Institutional investors please call
413-645-3255
AIS: A Structured Approach to Wealth Management
Benefits of Working with an Independent Investment Adviser
Understand exactly what you are paying for
We charge a fee based on a percentage of total assets managed. This fee structure is simple, transparent and easy to understand.
Know where your money is held
Our clients' assets are held at independent qualified third-party custodians. Each have strong balance sheets, and their primary business is servicing client assets rather than trading for their own accounts. Clients have real time online access to accounts and transactions.
Separation of asset management and fund management functions
This separation improves transparency and accountability, limits the potential for conflicts of interest, and provides for multiple independent reviews and oversight of accounts.
Unaffiliated brokerage accounts have full regulatory protections
The customer protection rule ensures that your assets are held in customer accounts that are segregated from the brokerage firm's assets. Client accounts are covered by the Securities Investor Protection Corporation and private excess insurance above those limits.
