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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.    

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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

Contact Us

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

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

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