Download as PDF We offer a complimentary portfolio review and recommendations report for prospective clients. Email for more information, or call 413-645-3327. Q: Is now a good time to invest? A: Yes. As the adage goes: “The best time to invest was 20 years ago; the second best time is now.” It is impossible …
Download as PDF We offer a complimentary portfolio review and recommendations report for prospective clients. Email us for more information, or call 413-645-3327. Fees are a critical metric when evaluating any investment adviser. AIS Advisory Fees The fees received by AIS are calculated based on the combined values of all managed accounts. An example of …
Download as PDF We offer a complimentary portfolio review and recommendations report for prospective clients. Email us for more information, or call 413-645-3327. Markets Work: Don’t Overpay for Returns Market prices reflect the consensus estimate of millions of market participants – professional traders, retail investors, pension funds, high-frequency traders, speculators, and everything in between. …
Download as PDF We offer a complimentary portfolio review and recommendations report for prospective clients. Email us for more information, or call 413-645-3327. Through our Professional Asset Management (PAM) service, we work with clients to define their financial goals, implement concrete steps to achieve those goals, and adopt an investment approach that gives clients …
Through our Professional Asset Management (PAM) service, we work with clients to define their financial goals, implement concrete steps to achieve those goals, and adopt an investment approach that gives clients the best likelihood of success. We manage taxable accounts, IRAs, pension plans, trusts, and other account types individually or on a combined basis. PAM …
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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 …
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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 …
In a wide-ranging recent discussion with IndexUniverse’s Jim Wiandt, Vanguard Group founder John Bogle takes on everything from the so-called death of buy-and-hold to the wisdom of investing in commodities. Watch the Video
American Investment Services, Inc. (AIS) is an SEC Registered Investment Adviser* founded in 1978.
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*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.
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