American Investment Services (“AIS”) has developed a Business Continuity Plan that is intended to permit us to continue critical business operations during significant business disruptions (“SBD”). The Plan anticipates two kinds of SBDs, internal and external. Internal SBDs affect only our firm’s ability to communicate and do business. External SBDs prevent the operation of the […]
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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
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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American Investment Services, Inc. (AIS) is an SEC Registered Investment Adviser* founded in 1978.
AIS is a wholly-owned subsidiary of:
*Registration with the U.S. Securities and Exchange Commission does not imply a certain level of skill or training.
The information provided does not constitute investment or tax advice and it should not be relied on as such. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your tax and financial advisor. It should not be considered a solicitation to buy or an offer to sell a security. All material has been obtained from sources believed to be reliable. There is no representation or warranty as to the accuracy of the information and AIS shall have no liability for decisions based on such information.
Any mention of commercial products or reference to commercial organizations is for information only; it does not imply recommendation or endorsement by AIS nor does it imply that the products mentioned are necessarily the best available for the purpose.