Professional Asset Management (PAM)
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 12/31/09)
Latest News
- Fourth Quarter 2009 AIS President's Letter to Clients
- Letter from the AIS President Regarding Asset and Money Market Protections at Our Custodians
- Market Response to Financial Crisis- The market is a complex mechanism that factors all relevant information and expectations into securities prices.
- Cutting throught the Confusion: Where to Turn for Help with Your Investments (published by the Coalition for Investor Education)
Find out more about our low-cost professional asset management services. Complete and submit the AIS Financial Appraisal Form. We will provide a portfolio evaluation and recommendation report at no cost or obligation.
