ANALYTICAL INVESTMENT SERVICES

Overview

Analytical Investment Services is a small, owner-operated advisory firm structured as a limited liability company that focuses on portfolio management for individuals and small businesses. The firm manages client relationships on a discretionary basis and charges fees as a percentage of assets under management. It is not positioned as an ESG-focused adviser, and it does not act as a capital allocator or pension consultant. Client types run to individuals and family households rather than institutional investors. Investment activity appears centered on customized, account-level management rather than pooled products. The firm's filings show a heavy reliance on holdings categorized as “Other,” suggesting use of non-standard or customized instruments alongside traditional accounts. Analytical Investment Services is not registered as a multi-state adviser and is operated by an individual owner, which aligns with a boutique, relationship-driven model.

Assets & Accounts

Investments & Alternatives

Location & Offices