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Investment Philosophy

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There are thousands of investment consultants in the United States, some of them better than others. What makes our investment philosophy different?

A&I Investment Philosophy

The right way to invest is to diversify by strategy, remain consistent, with high conviction. We provide our clients access to:

  • More than 100 years of combined experience on our investment committee
  • Stock research lead by a PhD and former Dean of Finance, with a US Patented process
  • Fixed income, asset allocation and economic research lead by a team of CFAs with an impeccable reputation of deep in-depth, in-person investment research

To learn more, contact us and/or ask for our "Investment Philosophy" white paper.

Manager and Investment Selection

AIFS portfolios are both academically proven and time-tested.

Strategic Active Equity (Stocks)

Using a patented approach to equity management, called Strategic Active Equity, we utilize a team of equity analysts lead by Dr. Tom Howard. He combines rigorous research from leading academic institutions like Harvard, Yale, Oxford and the University of Denver, among others, to give our clients direct access to high-quality, actively-managed stock portfolios.

World Growth (Mutual Funds)

Building a superior portfolio isn't easy. Using what's known as a "Modified Ibbotson Allocation" and proprietary research, World Growth portfolios take a global approach with broad diversification and an appealing reward/risk profile.

Foundation Income (Bonds and more)

We have as a resource an experienced team of Chartered Financial Analysts who perform hands-on research and on-site visits to find the best fixed income investment managers possible.

SBMA: Alternative Assets

Alternative investments, in diverse categories such as commodities, precious metals, and currencies, have the potential to add diversity and non-correlation for many AIFS clients.

To learn more, contact us and/or ask for our "Investment Philosophy" white paper.

Asset allocation and diversification do not ensure a profit or protect against loss in a declining market. Investment strategies have inherent risk factors and there is no assurance that any investment strategy will be successful. Non-traditional investments or alternative investments involve specific risks that may be greater than those associated with traditional investments. Investors should consider the special risks including illiquidity, speculative strategies such as leverage and commodity price volatility, increased expenses and tax considerations before investing.

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Go Tax Free

A&I Financial Services - Karl Frank Book - Go Tax Free

 

 

 

 

 

An assortment of tools and strategies that give readers of all backgrounds a clear, specific action plan for obtaining the maximum allowable control over when and how they pay taxes.
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