A complete list of active advisors currently associated with American Investors Co

Warmer can help you find a great advisor at American Investors Co or one who fits your needs even better.

American Investors Company (AIC) provides investment advisory, financial planning, 401(k) advisory and asset supervisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations. The firm is both a registered investment adviser and a registered broker-dealer, reflecting its long operating history as a brokerage that later registered as an adviser. AIC’s affiliates offer discretionary and non-discretionary management, periodic reviews, and may engage third‑party money managers; investment recommendations are grounded in assessing clients’ objectives, time horizons and risk tolerances and may include financial planning, participant education and occasional seminars. The firm conducts initial and annual reviews of third‑party managers and performs due diligence on direct participation programs, while client accounts receive custodial statements from independent custodians and periodic reporting from the adviser. What distinguishes AIC from many peers is the regular intersection of advisory and brokerage activities: registered representatives sell commission products while designated advisory affiliates provide fee-based services, and affiliates may also be licensed insurance agents, real estate brokers, and operate outside practices (including attorney and CPA services). AIC discloses these relationships, solicitor/referral arrangements, and receipt of marketing or due diligence allowances for certain offerings, and maintains a code of ethics and disclosure procedures to address the resulting conflicts; the firm manages roughly $578 million in client assets through a multi-advisor structure.

To learn more about the advisors currently working at American Investors Co, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.