A complete list of active advisors currently associated with American Retirement & Investment Strategies, LLC

Warmer can help you find a great advisor at American Retirement & Investment Strategies, LLC or one who fits your needs even better.

American Retirement & Investment Strategies provides financial planning, consulting, and investment management to individuals, trusts, estates, charitable organizations, corporations and retirement-plan clients, offering both discretionary portfolio management and non‑discretionary guidance for employer-sponsored plans and variable life/annuity allocations. The firm manages client accounts on an AUM basis and also offers fixed-fee and hourly planning engagements. Investment decisions are grounded in an Investment Policy Statement developed from a documented client profile, with six model portfolios (from Preservation & Income to Growth and an All‑Equity option) and a proprietary equity-only “Dynamic Portfolio” available. ARIS uses a mix of fundamental and technical analysis to allocate primarily among mutual funds, ETFs, individual equities and debt instruments, monitors accounts at least quarterly, and generally does not expect frequent trading. What is notable relative to peers is that several advisory personnel are licensed insurance agents and, while advisory clients are not required to purchase insurance, the firm permits affiliated agents to recommend insurance products on a fully disclosed commission basis and also advises on allocations within variable annuity/life contracts. The firm discloses that less than half of its revenue comes from non‑fee compensation, maintains certain in‑house specialist credentials (including CFP® and estate/trust designation), and charges an additional 0.30% annual fee for assets allocated to the Dynamic Portfolio.

To learn more about the advisors currently working at American Retirement & Investment Strategies, LLC, 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.

Name	Location	Years of experience
William Guglielmo D'annibale	Gloucester, MA	21
Joseph Grella	Gloucester, MA	20

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