AMERICAN INVESTMENT SERVICES INC
SEC RegisteredDisciplined, Diversified, & Cost Effective
About the firm
American Investment Services, Inc. (AIS) is an SEC Registered Investment Adviser founded in 1978, operating as a fee-only discretionary asset manager located in Western Massachusetts. AIS is wholly-owned by the American Institute for Economic Research (AIER), a non-profit scientific and educational organization, and primarily uses investment products from Dimensional Fund Advisors, Vanguard, and other low-cost providers.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial Planning, Investment Management, and Institutional Asset Management. AIS provides independent discretionary asset management services, publishes the Investment Guide monthly newsletter, and offers a 'High Yield Dow' large-cap value stock selection strategy. The firm also offers complimentary portfolio reviews.
Who they serve
Individuals, estates, trusts, retirement plans, and charitable organizations, as well as institutional investors.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 202 | $98M |
| High Net Worth Individuals | 157 | $573M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| State/Municipal Entities | 13 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Tier 1 | 1.00% |
| Tier 2 | 0.60% |
| Tier 3 | 0.40% |
| Tier 4 | 0.25% |
| Tier 5 | 0.27% |
| Tier 6 | 0.15% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. AMERICAN INVESTMENT SERVICES INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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