Why Choose AIS?

Achieving your goals depends on making smart financial decisions. But how do you know you’re in the right place?

AIS is committed to staying true to our ideals and being the advisor we would recommend to our family and friends. Our planning models continue to evolve to stay ahead of the ever changing financial landscape.  We spend significant resources to contract with the top independent research facilities to make certain we receive unbiased advice for our clients.  We can act as your fiduciary with discretionary trading authority or we can provide you with the tools and resources necessary to be your own fiduciary.

 

Independent Advice

As a full service Registered Investment Advisor, AIS has partnered with independent research firms and insurance brokers to offer our clients truly unbiased advice for all their planning needs.  This provides our clients with peace of mind that all AIS planning recommendations are void of any proprietary conflict.

Much More than Investment Advisors

Our founder, Kevin Auerbach, has been in the financial services industry for 25 years.  Mr. Auerbach realizes that a successful plan requires more than just portfolio management.  This is why Mr. Auerbach has partnered with key industry leaders to be able to advise individuals and businesses on all aspects of their financial plan.

Personal planning: life, disability and long-term care insurance.  Investment management and annuities.  Auto, homeowners and umbrella insurance

Business planning:  group benefits (life, health, disability and long-term care insurance).  Key-person planning and buy/sell agreements.  Workers compensation, malpractice, E&O and D&O coverage. Commercial general and product liability.  Business insurance and cyber security.  Property insurance and more...

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 advisors decision making and as a result the advice given may not be in the best interest of their clients.  Additionally, we avoid expensive and sometimes tax-inefficient mutual funds in favor of customizing your portfolio with individual stocks, ETFs and ETNs.  We currently contract with 5 independent research firms who provide us with analysts in all major sectors of the world markets.  From their recommendations, AIS chooses the best holdings for its clients portfolio.  

Subscription Based Investment Advisory Model

The AIS Subscription Model breaks the traditional advisory relationship mold.  After 25 years in the financial services industry, we've realized that the advancement of technology has created a new wave of "do-it-yourself" investors.   Therefore, 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.  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 security 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.

Formidable Team

AIS has partnered with industry leaders to provide our clients with the best independent advice in the marketplace.  Please visit our Partners tab for more information.