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INVESTMENT PLANNING

With six portfolios developed to match your risk tolerance and objectives, AIS supports their high-net-worth clients where they are while helping them arrive where they financially want to be.  Through a consultative approach, we discover and evaluate your needs and, we partner to chart a course designed to achieve your specific aspirations.  AIS prides itself on our transparency and communication.  We want all of our clients to understand the trends, trajectories, and opportunities as they arise.  With oversight and attention, coupled with leading analytics and industry-leading independent research, AIS poises its clients for maximum growth and superior wealth management.