AIC's Portfolio Management Service provides investors with an aggressive, long-term strategy to achieving superior financial success. As investment managers we provide completely independent and unbiased advice, based on over forty years of investment experience. Since 1963, AIC's successful approach to investing has given our clients "financial peace-of-mind".


Leave the balancing to us!

Clients Receive:
  • Professional continuous asset supervision
  • Independent and unbiased investment recommendations
  • The benefits of maintaining control over one's own assets
  • Personalized guidance from advisors who are dedicated to the client's best interests
  • A quarterly updated tabulation of your investment portfolio and asset allocations
  • The benefits of a sound, long-term approach to preserving and increasing your wealth

Investment Plans

In order to guide investors in the safeguarding of accumulated capital, AIC Investment Advisors, Inc. has developed three basic plans. The Income, Growth-Income and Growth plans are intended to meet the particular needs of individuals in different circumstances and age brackets.

The three plans which AIC has developed are designed to counteract the long-term effects of inflating by balancing the distribution of assets among a variety of investments so that, over time, the purchasing power of one's savings may be preserved for future needs. As one of the first investment advisors to recommend a comprehensive approach to counteracting the effects of inflating through investment in hard assets, AIC is uniquely suited to aid investors in accumulating and protecting their wealth.

The Income Plan is intended to meet the needs of investors who are dependent on the income from their investments for living expenses. In this plan, the vital objective is regular and assured income at minimal risk to investment capital. At the same time, adequate provisions must be made for liquidity and to avoid the steady erosion of purchasing power, which affects many fixed-income arrangements.

 

The Growth-Income Plan is intended to meet the needs of the investor who has a reasonably certain and adequate income, but wishes to augment that income and increase his or her capital. It is assumed that the individual following this plan has ample life and health insurance protection to cover the possible needs of dependents in the event of an unforeseen event. A moderate degree of risk may be assumed in the acquisition of investments, which are expected to increase in value over time in order to offset the devaluation of the currency via inflating.

 

The Growth Plan is intended for the individual who wishes to augment his or her capital through more speculative investments, and who has an adequate and certain income from a source that is largely independent from the fund. Individuals who might not have such an assured income but possess a large enough portfolio might well manage a portion of their assets in accordance with this plan.

To print the Confidential Information Form, click on the link below.

  

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