CRD: 110043
American Investment Services INC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- FrontierUnison unison
- Established Date
- 02-05-1979
- Office Locations
- 1
Office Locations
About American Investment Services INC
American Investment Services Inc is a Massachusetts-based advisor providing discretionary portfolio management and financial planning for individual investors. Portfolios primarily use public funds and ETFs across equity and fixed income, with a simple AUM-based fee. Client assets are held at independent third-party custodians (including Schwab) with real-time online access, and the firm emphasizes separation of asset-management and fund-management oversight. Publishes the AIS Investment Guide (free digital; not offered in the EU/EEA due to GDPR).
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Owner & Executives
JOHN LANE BARRY
Chief Executive Officer, President
- CRD
- #2576952
- Ownership
- Less than 5%
ROY EDGAR BOUFFARD
DIRECTOR, Financial Advisor
- CRD
- --
- Ownership
- Less than 5%
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Pioneer signal radial
- CRD
- #83970
- Ownership
- 31.3%
Showing 2 of 8 owners & executives
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Matthew Louis Burnell
Wealth Manager
- CRD
- #5878849
DAVID FRANCIS ST. PETER
Vice President
- CRD
- #5145213
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- CRD
- #68040
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,072,980,569 | $952,913 |
| Non-Discretionary | $0 | -- |
| Total | $1,072,980,569 | $952,913 |
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Separately Managed Accounts
Total SMA Asset: $1,072,980,569
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $285,253,071 | 20.5% |
| Equity - Exchange | $80,705,747 | 5.8% |
| U.S. Government/Agency | $306,125,247 | 22.0% |
| Cash | $276,904,201 | 19.9% |
| Corporate - Investment Grade | $185,066,627 | 13.3% |
| Equity - OTC | $104,360,880 | 7.5% |
| Municipal Bonds | $153,062,624 | 11.0% |
| Total | $1,391,478,397 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER VECTOR PATHWAY | PATHWAY PIONEER | 1AXBWQ7UN | TPLD | 5.88% | $69,507,207 |
| PRIME NORTH MOMENTUM | ELEMENT ALPHA | 2JKGOSJCC | DFQK | 2.48% | $26,619,109 |
| CATALYST OPTIMA | CREST VALUE | 3VYPWR7WX | TGBD | 11.11% | $30,273,612 |
| GLACIER UNISON | CREST MATRIX | MDPF5KWIL | OTHX | 3.49% | $39,313,320 |
| ZENITH CREST | VERTEX QUANTUM | 0SO1RY1A0 | DXMOT | 11.84% | $20,555,820 |
| UNISON MOMENTUM PEAK | OPTIMA MERIDIAN | 3FCQ15VXC | RKH | 6.19% | $31,651,655 |
| HARBOR FRONTIER | VECTOR CATALYST | L9BEPFAT1 | DPJW | 4.99% | $53,616,768 |
| LEGACY FRONTIER MOMENTUM | OPTIMA PIONEER | UBBVF8P1J | MET | 11.90% | $8,107,065 |