Our Firm
AIS is a boutique financial services firm based in downtown Pittsburgh that provides custom solutions to retail investors nationwide.
With extensive knowledge of complex investment and insurance products, uniquely developed strategies, and access to financing, we use technology and innovative thinking to aid in the long-term success of our clients.
Our Areas of Expertise
Alternative Investments
Although alternatives tend to be illiquid and more speculative than traditional investments, they also tend to behave differently. Adding them to a portfolio can provide investors with several benefits:
Diversification
Invest outside of traditional stocks, bonds, and cash
Reduced Volatility
From low to no correlation to the stock market
Hedge Against Inflation
Intrinsic value of real assets with limited supply
Risk Adjusted Returns
Offers higher rewards in exchange for higher risk
Tax Smart Income
Create diverse income streams that are tax advantaged
Tax Advantages
Offer deductions, credits, and other ways to shelter income from federal and state tax
Exposure to Different Markets
Alternative asset classes are more than wine, art, and cryptocurrency
Asset Allocation
Invest like institutions and create your own private endowment model
Life and Business Insurance
One cannot know what the future holds; but one can plan for its uncertainty. With our expertise in evaluating and mitigating risk, you can enjoy life knowing you, your family, and your business are protected for whatever the future may bring.
Our clientele:
- Non-accredited retail investors
- Young professionals and individuals with moderate income and net worth
- Early-stage and growth-oriented businesses
- Accredited and sophisticated retail investors
- Seasoned professionals and individuals with high income and net worth
- Mid-stage companies with investable assets
- Extensive knowledge and experience investing
- Qualified purchasers (QPs)
- Ultra-high-net-worth individuals (UHNWIs)
- Late-stage and mature companies with significant holdings
- Family offices
- Private investment funds
Our partners:
- Traditional financial professionals
- Certified public accountants (CPAs)
- Certified financial planners (CFPs)
- Estate and succession planners
- Investment adviser representatives (IARs)
- Registered representatives
- Sports and entertainment managers
- Attorneys
- Real estate agents
- Loan officers and lending specialists
- Centers of influence
- Investment clubs