Allamerica Financial Investment Management Services, Inc. is a large advisory firm based in Worcester. It manages $6.92 billion of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2001.
Allamerica Financial Investment Management Services provides portfolio management for investment companies and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Allamerica Financial Investment Management Services, Inc. is $6.92 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Allamerica Financial Investment Management Services, Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
J Kendall Huber has been acting as President since 1 Aug 2000. Mark Christopher Mcgivney joined the executive team most recently as the Treasurer.
The principal office where Allamerica Financial Investment Management Services, Inc. performs its advisory services is located at 440 Lincoln St, Worcester, MA 01653, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 508-855-1000 or by fax 508-856-9526. The normal business hours are 8am - 5pm on Monday - Friday.