top of page

Is your company positioned for short- and long-term goals?

We can help position your business for growth, challenges, and all the in-between situations.

CORPORATE PLANNING

As a business owner, you have crafted an entity modeled in your own image—sharing your ideas, vision, and values. Let AIS help move that vision forward.

Image by Codioful (Formerly Gradienta)

We help create robust plans to support your business and key executives. We utilize non-ERISA programs to help business owners recruit and retain their most important employees.

Image by Sincerely Media

Non-Qualified Deferred Compensation Plans

We help create robust plans to support your business and key executives. We utilize non-ERISA programs to help business owners recruit and retain their most important employees.

Since most small businesses have multiple owners, there should be a clear succession plan from the onset. This avoids conflict should ownership change. AIS assists with this planning.

Image by Sincerely Media

Buy-Sell

Agreements

Image by Codioful (Formerly Gradienta)

Since most small businesses have multiple owners, there should be a clear succession plan from the onset. This avoids conflict should ownership change. AIS assists with this planning.

Image by Sincerely Media

Corporate Investments

Image by Codioful (Formerly Gradienta)

You can remain an industry leader and focus on your business, while we focus on your investments, 401k, portfolio or cash management.

Research Team

Contact Us

We are experts at customizing a strategy for each client's needs. 

Auerbach Investment Services, LLC

484-273-0900

Email

111 Forrest Ave. First Floor Narberth, PA 19072

The information contained herein is confidential and is not to be shared, distributed, or otherwise used, for any other purpose or by any other person without the written permission of Auerbach Investment Services, LLC (“AIS”). The information reflects opinions and projections of AIS as of the date hereof, which are subject to change without notice at any time. AIS does not represent that any opinion or projection will be realized. The information does not constitute investment advice or a recommendation for you to purchase or sell any specific security. You are solely responsible for reviewing the content and for any actions you take or choose not to take based on your review of such content. Statements herein that reflect projections or expectations of future financial or economic performance are “forward-looking statements”. Such statements are based on various assumptions, which assumptions may not prove to be correct. No representation or warranty can be given that the estimates, opinions or assumptions made herein will prove to be accurate. Past performance is not a guarantee of future results. If you wish to consider AIS for investment advisory services after carefully reviewing AIS’s Form ADV, Part 2A, privacy policy and website, then you may contact AIS. AIS only enters into investment advisory relationships after discussing the engagement with the prospective client and agreeing to terms pursuant to a written investment advisory agreement.

California license number #0C10767

bottom of page