AIS Asset Management

Overview

AIS Asset Management is a small, privately owned limited liability company that provides portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and focuses primarily on public funds and mutual funds as the core investment vehicle. AIS is not positioned as an ESG investor and does not appear to operate as a multi-state adviser or a pension consultant. Its client mix is individual and family households rather than institutional mandates. Investment activity is concentrated and conservative in approach: public mutual funds represent the dominant allocation, suggesting the firm favors diversified, liquid pooled vehicles for core exposure. Alternative investments are used, but they are secondary to mutual funds and public vehicles. Given the modest scale of assets, the firm’s portfolio construction likely emphasizes cost control, income generation and capital preservation for smaller household accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices