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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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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
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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Sorry, but the content you requested could not be found. The most popular pages on our site are: Our Home Page The Investment Guide – where you can find samples articles from our Investment Guide or subscribe to the Guide Advistory Services Page where you can learn more about our investment methodologies and our Asset Management
