AMERICAN INVESTMENT ADVISORS INC

Overview

American Investment Advisors Inc is an independent registered investment adviser that focuses on fee-based portfolio management and financial planning for individuals, families and small businesses. The firm operates on a percentage-of-AUM fee model and leans toward equity-dominant portfolios, with a stated preference for non-exchange traded equities. Its client base spans individual and family relationships as well as some institutional accounts. The firm is not positioned as an ESG or multi-state specialist and does not list pension consulting or capital allocation as primary activities. Investment activity centers on discretionary portfolio management: the majority of client assets are managed on a discretionary basis, allowing the firm to implement concentrated equity exposures and tailor allocations across individualized accounts. The firm’s advisory scope is straightforward—financial planning and portfolio management—so strategies and product selections are executed through those core services rather than through delegated external capital-allocation platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices