A complete list of active advisors currently associated with American Investment Services Inc

Warmer can help you find a great advisor at American Investment Services Inc or one who fits your needs even better.

American Investment Services, Inc. (AIS) provides discretionary wealth management to individuals (including high net worth clients), charitable organizations, and corporations, and also offers institutional advisory services. Its core offerings include the Professional Asset Management (PAM) program, the High‑Yield Dow strategy, sub‑advised Dimensional Unified Managed Accounts (UMAs), and a quarterly Investment Guide publication. The firm follows a structured, passive asset‑allocation approach grounded in Modern Portfolio Theory, typically implementing portfolios with low‑cost mutual funds and ETFs from providers such as Vanguard, Dimensional, State Street, and BlackRock. PAM clients receive portfolio construction, ongoing monitoring and rebalancing, and incorporated financial planning and consulting with annual updates and reporting, while UMA clients access DFA’s strategy implementation and model monitoring. AIS is notable for managing over $1 billion of client assets with a relatively small advisory team, resulting in a higher than typical asset load per advisor for firms in this category. It is also affiliated with the American Institute for Economic Research and provides access to DFA‑only products and Dimensional UMAs—features that shape its investment implementation and distinguish its service model from many peers.

To learn more about the advisors currently working at American Investment Services Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.