About AIS

American Investment Services, Inc. (AIS) is an SEC Registered Investment Adviser founded in 1978.

AIS is a fee-only discretionary asset manager located in Western Massachusetts, with a geographically diverse clientele. We primarily use investment products provided by Dimensional Fund Advisors (DFA), Vanguard, and other low-cost providers.

We provide independent Asset Management Services to individuals, estates, trusts, retirement plans and charitable organizations.

AIS is wholly-owned by American Institute for Economic Research (AIER), a non-profit scientific and educational organization. Our investment approach is consistent with AIER’s scientific research findings, as described in its popular book How to Invest Wisely. We are governed by a Board of Directors appointed by AIER.

We publish the Investment Guide, a monthly newsletter. We are also the developers of a rigorously researched, disciplined approach to large-cap value stock selection which we call the “High Yield Dow” strategy and one of a select group of advisers specifically qualified to provide clients with access to fund products from Dimensional Fund Advisors (DFA).

Please EMAIL US for more information, or for a complimentary portfolio review.

“AIS publications do not appeal to the millions of investors who are addicted to chasing stock market fluctuations”
~ E.C. Harwood

The AIS Team

John L. Barry

John L. Barry

President & CEO John joined AIS in 1994. He previously served as an analyst with Prudential Insurance and for eight years as an officer in

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Seth L. Hoffman

Seth L. Hoffman

Vice President Seth joined AIS in 2003. He holds a BA in International Studies from Vassar College and an MBA from the Thunderbird School of

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Charles D. Murphy

Charles D. Murphy

Vice President & Chief Financial Officer Charles joined AIS in 2007. He holds a BBA in Accounting from Loyola College in Baltimore, MD. Prior to

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Tricia Storti

Tricia Storti

Client Services Manager Tricia joined AIS in 2016. She holds a BS in Business Administration with a concentration in marketing and a minor in communications

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Sandra Potter-Stevenson

Chief Compliance Officer Sandra joined AIS in 2017 after 18 years with National Regulatory Services, a major compliance organization, as Senior Consultant & Products Manager.

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Matthew J. Svirida

Matthew J. Svirida

Vice President & Chief Operating Officer Matt joined AIS in 2005. He previously worked in the Personal Financial Services Group at JP Morgan Chase Bank

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Michelle Ryan

Michelle Ryan

Bookkeeper Michelle joined AIS as a Bookkeeper in 2018. She assists the CFO in the maintenance and recording of financial events in the company. She

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Bryce Schuler

Bryce Schuler

Associate Financial Planner Bryce Schuler joined AIS in 2019. He assists the Director of Financial Planning in the development and maintenance of financial plans for

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Tyler Warner

Tyler Warner

Tyler joined AIS in 2020. Tyler worked at Berkshire Bank as a Financial Services Representative before joining AIS. He graduated from Wichita State University in

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Board of Directors

Neil D. Holden, DBA, Chair

Mr. Holden is an experienced advisor to senior management of financial institutions. A specialist in industry analysis, strategic planning, and economics, his experience was shaped

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Gerald E. Sohan, PhD.

Dr. Sohan (USAF, Retired) is currently Division Chief at the Air Force District of Washington. He is charged with combined inter-agency exercises planning, execution and

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Roy Bouffard, CFP

Mr. Bouffard was a  principal and financial advisor with the firm Bouffard & Ramsey a financial advisory practice of Ameriprise Financial Services, Inc.. Mr. Bouffard

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