Financial Appraisal Form Thank You
Financial Appraisal Form Thank you for submitting a Financial Appraisal Form. An AIS investment consultant will be in touch with you shortly.
Financial Appraisal Form Thank You Read More »
Financial Appraisal Form Thank you for submitting a Financial Appraisal Form. An AIS investment consultant will be in touch with you shortly.
Financial Appraisal Form Thank You Read More »
Clients of Independent registered investment advisers enjoy notable protections. 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 institutions. Our
The Key Benefits of Working with an Independent Investment Advisor Read More »
What sets AIS apart? Many investment advisers offer targeted guidance on the selection of a portfolio of investments. On the other side, many financial planners offer “big picture” guidance on financial topics such as taxation, long-term planning, and debt management. AIS has been managing investments for nearly 40 years using analytical rigor and research. We
Financial Planning Investment Management Institutional Asset Management We offer a complimentary portfolio review and recommendations report for prospective clients. Individual investors please EMAIL US to discuss our services or request a complimentary financial review, or call 413-645-3327. Institutional investors please EMAIL US for more information, or call 413-645-3255.
Home Page text block Read More »
Download as a PDF EMAIL US FOR A COMPLIMENTARY FINANCIAL REVIEW (413) 645-3327 Convenient, Low Cost Portfolio Management Our Professional Allocation Service (PAS) focuses on working with clients to define financial goals and implement concrete steps to achieve those goals. PAS is designed for as a cost-efficient solution for clients with investable
Portfolio Allocation Service (PAS) Read More »
AIS offers low-cost portfolio management services that are based on rigorously researched and proven investment strategies. To learn more about our diversified, disciplined, and cost-effective approach, please review our Asset Management offerings.
Diversified, Disciplined, Cost-Effective Read More »
View an informative video from Dimensional Fund Advisors that discusses the current Bear Market from an Historical Perspective…
Is It Different This Time? Read More »