American Investment Services Inc
Firm details
- Headquarters
- Great Barrington, Massachusetts
- CRD number
- 110043
- Registered since
- February 5, 1979
- Website
- americaninvestment.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI53.38%
- Charitable Organizations25.43%
- Corporations / Businesses11.38%
- Individuals9.16%
- Pension & Profit Sharing Plans0.65%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
American Investment Services Inc is an independent registered investment adviser that has been SEC-registered since 1979. The firm operates on a percentage-of-AUM fee model and serves both individuals/families and institutional clients. Its advisory capabilities include discretionary portfolio management for individuals and small businesses, portfolio management for institutions, and the selection of third‑party advisers. The firm identifies as a capital allocator rather than a pure implementation shop, and it does not self-identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds86%
- Exchange Traded Equities6%
- US Government Bonds3%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
Owners & executives
3 of 5
John Barry
President, CEOCRD 2576952
Tricia Storti
Chief Operating OfficerCRD 7889547
Matthew Svirida
Vice President, Chief Operating OfficerCRD 2907955
Contacts
3 of 7
Nelson Furlano
Founder and PrincipalCRD 6424178
Roy Bouffard
Principal & Financial AdvisorCRD 1002734
James Lordeman
TrusteeCRD 7889545
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 96Active vs passive
$426M in ETFs
60%
$255M
36%
$171M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD MINISHARES TRUST (GLDM) | State Street | Passive | Commodities Focused | $39M | 491,625 | 9.18% |
Location
Great Barrington, MA
Berkshire
Location
Great Barrington, MA
Headquartered in Great Barrington, MA, in the Northeast of the United States.
- Region
- Northeast
- County
- Berkshire
- Address
- 250 Division St
- Time zone
- ET (UTC-5)
- Office locations
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