American Investment Services, Inc.

Disciplined, Diversified, & Cost Effective

The Key Benefits of Working with an Independent Investment Advisor

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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 custodians have strong balance sheets, and their primary business is servicing client assets rather than trading for their own accounts. Clients have real time online access to accounts and transactions.


  • Separation of advisory, custody and fund management functions. This separation improves transparency and accountability, limits the potential for conflicts of interest, and provides for multiple independent reviews and oversight of accounts.


  • Full regulatory protections. The customer protection rule ensures that your assets are held in customer accounts that are segregated from the brokerage firm’s assets. Client accounts are covered by the Securities Investor Protection Corporation and private excess insurance above those limits.

 

 

 

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

AIS is a wholly-owned subsidiary of:

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Disclaimer

*Registration with the U.S. Securities and Exchange Commission does not imply a certain level of skill or training.

The information provided does not constitute investment or tax advice and it should not be relied on as such. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your tax and financial advisor. It should not be considered a solicitation to buy or an offer to sell a security. All material has been obtained from sources believed to be reliable. There is no representation or warranty as to the accuracy of the information and AIS shall have no liability for decisions based on such information.

Any mention of commercial products or reference to commercial organizations is for information only; it does not imply recommendation or endorsement by AIS nor does it imply that the products mentioned are necessarily the best available for the purpose.