AMERICAN INVESTMENT Overview

American Investment Services Inc. is an investment advisor that manages 678.8 MM dollars in regulatory AUM and has 10 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/06 to 09/30/16. The fund's latest filing disclosed 240MM in positions, representing 35% of the manager's regulatory AUM.

AMERICAN INVESTMENT StockAlpha

+1.5%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

AMERICAN INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IAU 13.08% ETF -11.03% -1.59% 0 7%
VZ 8.94% Telecom -0.03% -0.27% 0 28%
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FEATURED IN
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AMERICAN INVESTMENT Founders and Key Employees

Name Title In Position Since
Gregory M. Vankipnis Director January-2006
John L. Barry President & Ceo January-2000
Seth L. Hoffman Vice President January-2008
Charles D. Murphy Treasurer December-2009
David F. St. Peter Secretary February-2010
Neil D. Holden Director October-2011
Gerald E. Sohan Director October-2011
Roy E. Bouffard Director July-2012
Christine M. Weaver Chief Compliance Officer January-2014
Nelson Furlano Director October-2014

AMERICAN INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

AMERICAN INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Generally

AIS's investment strategy is based on a wide body of empirical academic research and historical market data that embodies the major tenets of Modern Portfolio Theory (“MPT”), as articulated by the work of Harry Markowitz (the Capital Asset Pricing Model), Eugene Fama, Sr. (Efficient Market Hypothesis), Fama and Kenneth French (three-factor regression), and William Sharpe (the Arithmetic of Active Management), among others. AIS also incorporates research based on the work of AIER founder, E.C. Harwood, pertaining to monetary theory, inflation, and gold-related assets as an alternative to fiat currency.

AIS's approach to the capital markets relies on several key principles:

 Markets are efficient. Companies compete with each other for investment capital and investors compete for attractive returns. This competition quickly drives prices to fair value in the “collective ju...
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AMERICAN INVESTMENT Portfolio Concentration

AMERICAN INVESTMENT Location

250 DIVISION STREET
GREAT BARRINGTON, Massachusetts
UNITED STATES, 01230

AMERICAN INVESTMENT Contact Information

Phone Number: 888-528-1216
Fax Number: 413-528-0008
Website:

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