Investment managers like us have a legal obligation to act in your best interest. You can count on us to create and monitor an investment portfolio designed specifically for you. Never worry about your stock picks again. In each portfolio, we manage a selection of stocks, bonds, mutual funds, and options using our proven strategic models. We also periodically rebalance your portfolio based on changes in the market and your liquidity needs.

Investment management firms typically charge an annualized fee rate based on a small percentage of your assets. The fee rate for AIS ranges from 0.50% to 1.50% depending on the service you elect and the amount of your assets. Fees are automatically deducted from your accounts, so you can rest easy and never worry about payment.

You should meet with a Financial Advisor right away. Professional management will help align your investments with your long-term financial goals. Contact us and we will help set up a meeting with one of our Financial Advisors, at no obligation. It is never too early to plan for the future.