About AIS

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

AIS is a fee-only and is located in Western Massachusetts, with a geographically diverse clientelle. 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 the non-profit scientific and educational organization the American Institute for Economic Research (AIER). Our investment approach is consistent with AIER’s scientific research findings, as described in their 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

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

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

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

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

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

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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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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Michael Rizzo, PhD

Michael Rizzo is a professor of economics at the University of Rochester where he has twice been named undergraduate Professor of the Year. He is

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