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Advanced Investment Strategies, Ltd. provides financial advisory and integrated wealth management services to business owners, individuals approaching retirement or already retired and families. We are dedicated to making a difference in your life by helping you achieve your investment goals, peace of mind and financial security.

We offer attentive service and creative solutions suited to your unique situation and place an emphasis on client education and empowerment. Our clients tell us they appreciate our ability to explain the complexities of the financial world in a way that is meaningful and easy to understand.

Our approach is to examine your total financial picture and help you develop a plan designed to meet your life goals. We are committed to developing long-term relationships with our clients, assisting them in achieving a healthy balance in their life. We utilize advanced investment research and technology for investment analysis and portfolio management.

 
4371 Madison Avenue
Trumbull, CT   06611
Phone 203-261-2948    Fax 203-261-3658
 

Advanced Investment Strategies, Ltd. (AIS) is a registered investment advisor in the state of Connecticut. AIS does not provide personal financial advice via this web site. The purpose of this site is limited to the dissemination of general information regarding the services offered by AIS. It is not intended to be a solicitation or offer to sell investment advisory services to residents of any state in which AIS is not currently authorized to do so. Form ADV Part II, which details the business practices, services offered, and related fees of AIS, is available upon request. The information contained herein has been obtained from sources believed to be reliable, but we do not guarantee its accuracy or completeness.


Securities transactions through:

Fairport Capital, 830 Post Road East, Westport CT 06880. Phone Number 203- 227-1008.