Truth in Investing:

Growing and Protecting Your Wealth with Integrity

At AIA, we know it’s hard to know who to trust with your money. These days, it seems like any investment is fraught with risk. Our solution to your economic anxieties is an approach to risk management that keeps pace with the times.

With our conservative risk management, we focus on preserving your wealth for retirement and legacy planning. It’s a strategy that’s partial to diversification and asset allocation … it realistically acknowledges the rates of return that one can expect in today’s economy … and it’s one of the things that makes us different from other advisors who promise their investors large returns over short periods of time.

Our boutique firm can tailor your portfolio to your needs

With AIA, you’ll have a varied choice of portfolio products like mutual funds, ETFs, individual securities, and separately managed accounts. Because we’re a small, independently owned firm, we can also custom-design investment packages specific to your goals. What’s more, with our open-book approach, we track and value your accounts on a daily basis, and you have can access it online or by phone, 24 hours a day.

Commission-free, conflict-free

AIA is a fee-only financial advisor. We earn no commissions or compensation from the products we provide. So the only financial growth we’re interested in is yours.