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Our Philosophy

Experience the AIS difference, where exemplary personalized attention is matched with forward-thinking research and strategies. We are seasoned financial professionals, fiduciaries, and advocates for strictly independent advice.

UNBIASED ADVICE

We believe in transparency. As a full-service Registered Investment Advisor, AIS has partnered with independent research firms and insurance brokers to offer our clients unbiased advice for all their planning needs. 

 

This provides our clients with the knowledge that all AIS planning recommendations are void of any proprietary conflict. 

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AN EDUCATIONAL APPROACH

Auerbach Investment Services was founded by Kevin Auerbach, who has been in the financial services industry for over three decades.  Kevin has taught investments as an adjunct professor for the American College for students studying for their Certified Financial Planner (CFP) designation.

 

At the heart of AIS is the idea that a successful plan requires more than just portfolio management.  We believe that a hands-on approach with industry leading financial experts can create a robust financial plan for individuals and businesses alike.    

As a client of AIS, you will receive regular updates on the market, as well as the firm's investment outlook.  

 

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INDEPENDENT RESEARCH AND RISK ASSESSMENT

AIS has no proprietary trading desk, no underwriting relationships, and no soft-dollars or back-door financial incentives.  We feel these arrangements cloud an advisor's decision-making and, as a result, the advice given may not be in the best interest of the client.  Additionally, we avoid expensive and sometimes tax-inefficient mutual funds in favor of customizing your portfolio with individual stocks, bonds, ETFs, ETNs, MLPs, and in certain portfolios, option contracts.

 

We currently contract with industry leading independent research firms who provide us with analysis in all major sectors of the world markets.  From their recommendations, AIS chooses the best holdings for its client's portfolio.

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Research Team

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

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