Analytical Investment Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Analytical Investment Services provides discretionary, personalized portfolio management to individual clients, managing about $7.5 million in assets for 34 clients. The firm delivers ongoing portfolio supervision and rebalancing and clients receive trade confirmations and custodial account statements from the chosen custodian.
The firm uses both fundamental and technical analysis and generally implements long-term purchase strategies, with a primary emphasis on no-load mutual funds and ETFs. Clients typically grant investment discretion subject to any written restrictions they impose, and accounts are reviewed at least monthly with attention to changes in client circumstances and market conditions.
Distinctive features include a stated policy of not imposing a minimum account size and allowing aggregation of household accounts for fee breakpoints, which differs from many advisers that require minimums. The brochure also discloses that the firm’s principal operates a separate real estate appraisal business that occupies roughly 36 hours per month, an outside activity documented in the firm’s disclosures.
Client services
Expertise
Fee options
$0 - $100,000: 1.25% $100,001 - $250,000: 1.00% $250,001 - $500,000: 0.80% $500,001 - $1,000,000: 0.60% $1,000,001+: Negotiable
Main office
1523 Rose Street, Ste 8
La Crosse WI 54603
Advisors at this office
1
Most active in
Wisconsin
Also doing business as
Analytical Investment Services · Analytical Investment Services, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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