Month: August 2013

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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