Our Services
Sophisticated Investments
AIS is unique in the services we provide to our clients. Whether you need a professional to put together a simple portfolio or use more advanced techniques to maneuver the market, we are here for you.
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Foundational Portfolio
The place where all clients start. The Foundational Portfolio is designed with you in mind. We use your unique circumstances to put together the perfect blend of stocks, bonds, and mutual funds.
Foundational PLUS Portfolio
For clients who expect more out of their investments. The Foundational Plus Portfolio starts with a portfolio of stocks, bonds, and mutual funds and uses additional tools to hedge or leverage.
PLUS
Foundational
Portfolio
FP
Foundational Plus
Portfolio
FP+
Professional management
Core portfolio of stocks, bonds, and mutual funds
Account rebalancing
Cash management
Client care & annual reviews
Use of options to hedge or leverage
When Appropriate 1
1
Use of leveraged or inverse funds
When Appropriate 1
1
Sophisticated Investments
AIS is unique in the services we provide to our clients. Whether you need a professional to put together a simple portfolio or use more advanced techniques to hedge or leverage the market, our services may be right for you… [ START TODAY ]
Foundational Portfolio
The place where all clients start. The Foundational Portfolio is designed with you in mind. We use your unique circumstances to put together the perfect blend of stocks, bonds, and mutual funds.
The Foundational Portfolio is for clients who prefer simplicity. Clients who choose the Foundational Portfolio can count on a well-diversified portfolio which grows and earns interest, at the lowest cost.
The Foundational Portfolio is for clients who prefer simplicity. Clients who choose the Foundational Portfolio can count on a well-diversified portfolio which grows and earns interest, at the lowest cost.
Foundational Plus Portfolio
For clients who expect more out of their investments. The Foundational Plus Portfolio starts with a portfolio of stocks, bonds, and mutual funds and additionally uses advanced tools to hedge or leverage the market.
The Foundational Plus Portfolio is for clients who expect more and trust our expertise. This service includes the use of complex products, such as options and leveraged funds.
The Foundational Plus Portfolio is for clients who expect more and trust our expertise. This service includes the use of complex products, such as options and leveraged funds.
PLUS
1 Based on the client’s financial profile and market conditions. The use of complex products, such as options and leveraged funds, does not guarantee any returns and may result in significant loss. Ask your Financial Advisor for details.