Associated Investor Services, Inc.

Overview

Associated Investor Services, Inc. is structured as a domestic corporation operating as an independent registered investment adviser that focuses on individual and family clients. Its advisory scope emphasizes financial planning and pension consulting services, and the firm charges clients through hourly and fixed-fee arrangements rather than percentage-based advisory fees. The profile flags an insurance-company industry affiliation, which aligns with the firm’s use of insurance-related products noted elsewhere. The firm is not identified as an active ESG investor, is not positioned as a multi-state adviser, and is not classified as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices