We help you achieve financial well-being
AIS is a US Investment Advisory firm incorporated in 2014
Investment Goals
An effective and customized financial strategy starts with a clear understanding of the current financial status, risk tolerance and short and long term objectives. This step is critical for long term performance and success of the investment strategy.
Open Architecture Platform
A 360-degree approach through a comprehensive open architecture platform offering a suite of investment products and services. This approach enhances our capacity for delivering professional unbiased advice to meet the financial goals within each profile.
Outstanding Service
We pay careful attention to delivering excellent service and maintaining an open communication with our clients. We strive on achieving high levels of commitment and customer satisfaction.
Trusted lifelong advisors who help their clients achieve financial well-being
Our Services
Diligent management of the investment portfolio and other services relevant to the administration of individual and family assets.
Wealth Management
A fully customized plan to guide our clients in investing their financial assets. We offer an alternative solution to big bank institutions.
Custody and Clearing
Advisory Investor Services (AIS) provides advice for investments held in virtually any custodian bank. However, there are several “preferred” custodians we work with as well.
Enterprise and Entrepreneur Solutions
Advisory Investor Services (AIS) offers a select range of services targeted for businesses.
Service Proposal
The advisor is technically an employee of his client and not of a particular financial institution
We help you achieve financial well-being
AIS is a US Investment Advisory firm incorporated in 2014
- MARKET RESEARCH
- FINANCIAL AUDIT
- GOALS
- BUSINESS STRATEGY
- FINEST QUALITY
- BEST SUPPORT
