A complete list of active advisors currently associated with Analytical Investment Services

Warmer can help you find a great advisor at Analytical Investment Services or one who fits your needs even better.

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.

To learn more about the advisors currently working at Analytical Investment Services, 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.