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 the Professional Asset Management Fee Schedule

Download the PAM Brochure

Download Returns on AIS Recommended Investment Vehicles (results to 03/31/08)