Year: 2013

Business Continuity Disclosure

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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The Key Benefits of Working with an Independent Investment Advisor

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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Our Approach

What sets AIS apart? Many investment advisers offer targeted guidance on the selection of a portfolio of investments. On the other side, many financial planners offer “big picture” guidance on financial topics such as taxation, long-term planning, and debt management. AIS has been managing investments for nearly 40 years using analytical rigor and research. We …

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  Financial Planning Investment Management Institutional Asset Management   We offer a complimentary portfolio review and recommendations report for prospective clients.  Individual investors please EMAIL US to discuss our services or request a complimentary financial review, or call 413-645-3327. Institutional investors please EMAIL US for more information, or call 413-645-3255.           …

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