Investment Strategies

Satellite Strategies

1. AIS Tactical Asset Strategy
2. AIS Sector Rotation Strategy
3. AIS Absolute Return Strategy
4. AIS Tactical Bond Strategy
5. AIS Inflation-Hedged Strategy
6. AIS Commodity Strategy

Core Mutual Fund Strategies

1. AIS Aggressive Model
2. AIS Growth Model
3. AIS Moderate Growth Model
4. AIS Moderate Model
5. AIS Conservative Model
6. AIS Current Income Model

Core ETF Strategies

1. AIS Aggressive ETF Model
2. AIS Growth ETF Model
3. AIS Moderate Growth ETF Model
4. AIS Moderate ETF Model
5. AIS Conservative ETF Model
6. AIS Current Income Model

Investment Philosophy

Substantial wealth is created through successful participation in global economic activity, over the long term. American Investment Services (AIS) manages clients' risk tolerance to harness the wealth-creating power of global capital markets. Our goal is to help advisors to provide attractive investment returns as inexpensively, and tax efficiently, as possible, while remaining consistent with each client's tolerance for levels of risk and appetite for levels of return.

AIS has built a flexible and innovative world-class investment platform designed to generate, risk-adjusted, after-tax returns, in the optimal way, to achieve each client's financial goals. Employing true open architecture, we apply objective analysis to source, evaluate, and select "best in class" investments, wherever they may be found.

The Importance of Asset Allocation

The single most important decision a successful asset manager makes is asset allocation. Studies have shown that a fund's target asset allocation policy accounts for nearly 90% of its returns [Ibbotson & Kaplan (2000), Brinson, Singer, & Beebower (1991), Brinson, Hood, & Beebower (1986)]. In light of this fact, AIS feels that focusing on asset allocation, and not individual security selection, is the superior method for improving risk-adjusted investment returns.

Risk Management

While asset allocation significantly impacts performance, it also impacts portfolio risk. AIS firmly believes that, while we may not be able to control the market, we are able to control investors' risk. Therefore, when a client completes our Risk Profile Questionnaire, and partners with a financial representative, a target risk level is clearly established.

We are Risk Averse. We employ a strategy of balanced diversification and structured sell discipline that minimizes both portfolio volatility and the potential loss of capital.

Investment Process

DISCLAIMERS AND DISCLOUSURE RELATED TO INVESTMENT RESULTS**

• Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended by the adviser), or product made reference to directly or indirectly on this website, or indirectly via hyperlink to any unaffliliated third-party website, will be profitable or equal to past performance levels.


• All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawls may materially alter the performance, strategy and results of your portfolio. Performance results reflect the reinvestment of dividends and capital gains.