Associated Investor Services, Inc.

Overview

Associated Investor Services, Inc. is a privately owned corporation operating as an independent registered investment adviser that serves individual and family clients. The firm’s advisory offering centers on financial planning and pension consulting, delivered on an hourly or fixed-fee basis rather than on asset-based fees. It is not structured as a capital allocator and does not position itself as an ESG-focused or multi-state adviser. The firm appears affiliated with an insurance company, suggesting coordination with insurance product distribution or relationships in that channel.

Assets & Accounts

Investments & Alternatives

Location & Offices