Advisory Investor Services LLC

Advisory Investor Services provides investment management and portfolio advisory services tailored to each client's individual goals, time horizon, and risk tolerance. The firm creates personalized investment strategies through various types of discretionary and non-discretionary accounts, including multi-strategy portfolios, specialized third-party manager programs, and family wealth services. Advisory Investor Services focuses on asset preservation and capital appreciation by investing across multiple asset classes, including stocks, bonds, mutual funds, exchange-traded funds, and alternative investments. The firm works primarily with individuals, high net worth clients, and personal investment vehicles, operating from offices in Miami and Weston, Florida.