Our low-cost Professional Asset Management Service is designed for individuals and organizations. It reduces the day-to-day concerns of managing your assets and is tailored to meet your investment objectives. For a detailed description of this service, see the PAM Brochure.

 

• PAM can accommodate taxable accounts, IRAs, pension plans, trusts and other types of accounts.

 

 

• The minimum account size is $100,000, though we recommend no less than $180,000 to give you a better cost break. Multiple accounts within the same household may be combined for the purpose of calculating the minimum and the fee.

 

 

 

 

Download an overview of the PAM service including management fee schedule and brokerage costs

 Download the PAM Brochure

Download Returns on AIS Recommended Investment Vehicles (results to 06/30/10)