Month: October 2017

Contact AIS

We encourage you to send an email for the most prompt response. Subscriptions: Please email us at subscriptions@americaninvestment.com Investment Guidance and Portfolio Reviews: Please email Luke Delorme at LukeD@americaninvestment.com     Mailing Address 250 Division St. P.O. Box 1000 Great Barrington, MA 01230 Phone: 413-591-4445 Fax: 413-528-0008

fees overview

Overview of Fees

Download as PDF We offer a complimentary portfolio review and recommendations report for prospective clients. Email us for more information, or call 413-645-3327. Fees are a critical metric when evaluating any investment adviser. AIS Advisory Fees The fees received by AIS are calculated based on the combined values of all managed accounts. An example of …

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growth of 1

AIS Investment Strategy

Download as PDF We offer a complimentary portfolio review and recommendations report for prospective clients. Email us for more information, or call 413-645-3327.   Markets Work: Don’t Overpay for Returns Market prices reflect the consensus estimate of millions of market participants – professional traders, retail investors, pension funds, high-frequency traders, speculators, and everything in between. …

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process team

AIS Process

Download as PDF We offer a complimentary portfolio review and recommendations report for prospective clients. Email us for more information, or call 413-645-3327.   Through our Professional Asset Management (PAM) service, we work with clients to define their financial goals, implement concrete steps to achieve those goals, and adopt an investment approach that gives clients …

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process team

AIS Process

Through our Professional Asset Management (PAM) service, we work with clients to define their financial goals, implement concrete steps to achieve those goals, and adopt an investment approach that gives clients the best likelihood of success. We manage taxable accounts, IRAs, pension plans, trusts, and other account types individually or on a combined basis. PAM …

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