American Investment Advisors

At American Investment Advisors, Inc. (AIAI), we are committed to delivering long-term value to our clients through objective investment advice and management. As an independent, fee-only investment advisory firm, we have been serving retail investors, high net worth individuals, corporations, retirement plans, and non-profit entities since 1991. Our mission is to provide guidance tailored to the needs of each client, helping them achieve their individual financial goals within prudent risk parameters.

Our Investment Philosophy

Our goal in the management of portfolios is to seek growth without undue exposure to risk. We execute our philosophy by creating a customized asset allocation strategy that seeks to maximize after-tax returns based on each client's investment objectives, risk tolerance, and investment horizon. We invest in well-diversified portfolios and manage assets for tax-efficient long-term gains as applicable. Our ongoing services and advice allow us to adapt to shifting market conditions as well as changes in our clients' financial circumstances.

Our Investment Process

Our investment process begins and ends with our clients' investment objectives. We establish investment objectives, develop an investment plan, implement an investment strategy, and manage the investment relationship, providing ongoing services and advice to ensure our clients' financial goals are met. Our investment process is characterized by focused relationship management, tax-sensitive customized portfolio construction, and unbiased advice.

Our Services

We offer a wide range of services to our clients, including financial planning, investment management, and portfolio construction. Our services are designed to help our clients become or remain financially independent, and we do this in a fee-only, collaborative environment that is fine-tuned to each of our clients' individual needs. Our team of experienced professionals is dedicated to providing exceptional service, ensuring our clients receive the highest level of attention and care.

Our Team

Our team is led by William A. Bullock, President of American Investment Advisors, Inc. Bill has over 25 years of experience in the financial industry and is dedicated to providing exceptional service to our clients. Our team also includes CJ Leuzinger, Office Manager, who is committed to ensuring the smooth operation of our office. Our team is dedicated to providing our clients with the highest level of service and expertise, helping them achieve their financial goals.