Subscription Models

The AIS Subscription Model breaks the traditional advisory relationship mold.  After 25 years in the financial services industry, Kevin Auerbach, has realized that the advancement of technology has created a new wave of "do-it-yourself" investors.   In response to these advances, AIS has created a subscription based service that allows individuals to choose from 3 "do-it-yourself" investment options:  Growth and Income, Metals, Miners and Energy and Speculation.

Here are some of the benefits/features of the subscription model:

  • Low fee not tied to the size of your account

  • Only stocks and ETFs are recommended-no high-cost mutual funds

  • No account transfers

  • Free newsletter which covers stock markets here and abroad along with geo-politics, economic news and more.

  • Access to 100% of AIS current newsletter holdings along with email alerts for new recommendations and when to sell

In addition to choosing an advisory subscription package, we offer a unique non-discretionary option where subscribers can contract with AIS to further discuss portfolio holdings in an attempt to maximize objective results.

Investment Options

When you subscribe to any, or all, of these services, you will gain access to 100% of the current holdings in the portfolio(s).  You will also receive email alerts from AIS when we are adding a new holding or selling an existing one.  There is even an option to add AIS as a non-discretionary advisor onto your subscription if you need additional information on any of our portfolio holdings.  Truly an innovative model which is not prevalent in the advisory industry today.

Growth and Income Portfolio

The Growth and Income Newsletter will provide information and opinions regarding individual stocks, ETFs, ETNs, preferred stocks, convertible stocks and other types of securities. The Growth and Income Newsletter will cover a wide range of asset classes including, but not limited to, US small, mid and large cap stocks, international and emerging market stocks, alternative stocks, MLP’s and stocks with a focus on income and may address conservative, moderate, growth and aggressive strategies. 

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Metals, Miners and Energy Strategy

The Metals, Miners and Energy Newsletter will provide information and opinions regarding individual stocks and ETFs, as well as other types of securities. The Metals, Miners and Energy Newsletter is concentrated in a few sectors of the market (including precious and base metals and energy), and may cover micro, junior, small, mid and large cap stocks as well as exploration companies and conservative, moderate, growth and aggressive strategies.

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Speculation Strategy

The Speculation Newsletter will provide information and opinions regarding individual stocks and ETFs, with a focus on speculative stocks for less diversified investment portfolios. Sectors may include precious and base metals, biotech, cryptocurrencies, cannabis, medical devices, energy and speculation. Stocks may include micro, junior, small and mid-cap issues. Speculative stocks are high-risk, may experience significant and rapid loss of capital, and could lead to substantial or total loss. Accordingly, they are best used as a small part of an investment portfolio through a relatively diverse basket.

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Services

AIS is based on a unique investment advisory model and we offer the following: You can sign up for any of the newsletter below and start making expert financial decisions.

Growth with Income Portfolio

$400/mo

The Growth and Income Newsletter will provide information and opinions regarding individual stocks, ETFs, ETNs, preferred stocks, convertible stocks and other types of securities.

Subscribe

Metals, Miners and Energy Strategy

$250/mo

The Metals, Miners and Energy Newsletter will provide information and opinions regarding individual stocks and ETFs, as well as other types of securities.

Subscribe

Speculation Strategy

$250/mo

The Speculation Newsletter will provide information and opinions regarding individual stocks and ETFs, with a focus on speculative stocks for less diversified investment portfolios.

Subscribe

*Non-discretionary advisory: $300/month (available after purchase of one of the above programs)