Advisory Services

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 …

Overview of Fees Read More »

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. …

AIS Investment Strategy Read More »

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 …

AIS Process Read More »

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 …

AIS Process Read More »

Dummy Video Article

Sed tincidunt massa a metus euismod, id venenatis arcu dignissim. Cras a lacus eget eros dignissim egestas quis in massa. Cras bibendum risus odio, eget molestie odio accumsan iaculis. Etiam eleifend augue eros, condimentum placerat leo viverra in. Aliquam sollicitudin sit amet ligula vel mattis. Aliquam erat volutpat. Sed vel tortor luctus, venenatis nibh pellentesque, …

Dummy Video Article Read More »

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 …

The Key Benefits of Working with an Independent Investment Advisor Read More »

John Bogle on Investing vs. Speculating

In a wide-ranging recent discussion with IndexUniverse’s Jim Wiandt, Vanguard Group founder John Bogle takes on everything from the so-called death of buy-and-hold to the wisdom of investing in commodities.   Watch the Video