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August 2008
Disclosures
American Investment Services, Inc. Form CRS Fee Calculator The fees received by AIS are calculated based on the combined values of all managed accounts. Our comprehensive asset management service is called Professional Asset Management (PAM) and a fee calculator is provided below for illustrative purposes. Our complete standard fee schedule is provided in AIS’s Disclosure
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If you are having issues with your subscription, please EMAIL US, or call Missy during normal business hours at 413-645-3332. For new subscriptions or renewals, please choose an option below. You will be redirected to a secure server. LOGIN access to the INVESTMENT GUIDE below. EXISTING SUBSCRIBRE (EXTEND OR RENEW) *If you
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Subscribe or Renew
For new subscriptions or renewals, please choose an option below. You will be redirected to a secure server. LOGIN Access to manage your subscription. EXISTING SUBSCRIBERS (EXTEND OR RENEW) NEW SUBSCRIBERS
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High Yield Dow (HYD)
Download as a PDF EMAIL US FOR A COMPLIMENTARY FINANCIAL REVIEW, or CALL (413) 645-3327. A Structured, Large Cap Value Strategy Our High Yield Dow (HYD) service provides a cost-effective alternative for investors seeking management of the U.S. large cap-value segment of their portfolio. The HYD strategy is based on research conducted by
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Professional Asset Management (PAM)
Download as a PDF EMAIL US FOR A COMPLIMENTARY FINANCIAL REVIEW, or CALL (413) 645-3327. Convenient, Low Cost Portfolio Management Our Professional Asset Management (PAM) service focuses on working with clients to define financial goals and implement concrete steps to achieve those goals. PAM accommodates taxable accounts, IRAs, pension plans, trusts, and other
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Advisory Services
We offer a complimentary portfolio review and recommendations report for prospective clients. Please contact us for more information, or click on the links below to peruse our introductory information: AIS Process AIS Investment Strategy Overview of Fees Frequently Asked Questions Download our brochure Download our ADV Part 2A & 2B Download our
The Investment Guide (IG)
AIS publishes the Investment Guide monthly. It covers developments in investment theory and the financial markets and analyzes their significance for individual investors. A review of investment policy is published quarterly with recommended investment allocations for individuals of varying risk profiles. The subscription fee is $59 annually ($108 for a 2-year subscription) for a printed
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American Investment Services, Inc.
American Investment Services, Inc. (AIS) is an SEC Registered Investment Adviser founded in 1978. AIS is a fee-only investment adviser located in Western Massachusetts, with clients across the U.S. and globally. We primarily use investment products provided by Dimensional Fund Advisors (DFA), Vanguard, and other low-cost providers. We provide independent Asset Management Services to individuals
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