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MFWire: American Independence Funds
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American Independence Financial Services
335 Madison Avenue
New York, NY  10017
Google Maps

Main Phone: 646-747-3477
Web Site: http://www.aifunds.com/

Mutual Fund Brand(s)
American Independence Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    On May 12, 2015, American Independence and FolioMetrix [profile] revealed plans to merge and create a new firm, RiskX Investments. The deal was slated to close in September 2015.

    American Independence Financial Services, LLC ("AIFS") is the investment adviser and administrator for the American Independence Funds, and the NestEgg Target Date Funds.

    As of August 2010 the American Independence Fund family comprised 15 funds.
    Sponsored Opportunities

    Key People:
    John Pileggi
    Managing Partner, Manifold Fund Advisors
    Eric Rubin
    CEO & Board of Directors, Yellowstone Partners
    Mark Thoma
    Senior Managing Director, Business Development, American Independence Funds
    James McCluskey
    Chief Operating Officer, American Independence Financial Services
    Keith Fletcher
    Principal, JAHFT Solutions
    Robert Campbell
    PM, American Independence Financial Services
    Charles McNally
    Chief Portfolio Strategist, American Independence Financial Services
    Brian O'Leary
    Senior Director of Client Relationships, American Independence Financial Services
    Alexander Pileggi
    Product Manager, American Independence Financial Services
    Travis Printz
    Regional Sales Director, American Independence Financial Services
    Susan Silva
    Chief Administrative Officer, American Independence Financial Services
    Rick Baird
    Principal, Managing Director, Yellowstone Partners
    David Hansen
    VP, Business Development Officer, Pershing Advisor Solutions
    Story Archive for American Independence Financial Services
    Published On Story Headline Publication
    12/20/2018 M* Leads the Smallest Fund Firm Pack MFWire.com
    7/16/2018 A Year-Old ETF Shop Rocks June MFWire.com
    7/10/2018 A Low Vol Shop Climbs Into First MFWire.com
    11/30/2017 A New Entrant Leads the Under $1B AUM Pack MFWire.com
    9/13/2017 Filings For Fundsters - September 13, 2017 MFWire.com
    7/24/2017 Week In Preview, July 24-30 MFWire.com
    7/20/2017 Vanguard and BlackRock Stay on Top While SSgA's Flow Woe Reverses MFWire.com
    6/6/2017 Filings for Fundsters - June 6, 2017 MFWire.com
    9/29/2016 Filings for Fundsters - September 29, 2016 MFWire.com
    5/18/2015 Two Merging Subadvised Fund Shops Hunt For More Deals MFWire.com
    5/15/2015 How the Romance Began: a Tale of Two Subadvised Shops MFWire.com
    5/13/2015 Two Small Subadvised Fund Shops IntermiX MFWire.com
    1/7/2014 Four Cougars Gain their American Independence MFWire.com
    9/25/2013 A $1B Shop Debuts a Risk-Managed Fund MFWire.com
    8/15/2013 American Independence Will Shut Down a Fund Next Month MFWire.com
    2/22/2013 Stork And Reaper for the Week of February 19, 2013 MFWire.com
    10/22/2012 Barron's Reviews the Recent Target Date Closings MFWire.com
    8/20/2012 Another Fund Family Leaves the Target Date Space MFWire.com
    6/27/2012 American Independence Takes a Unique Path to Find New PMs MFWire.com
    1/23/2012 HighMark Wins a Rebranded Mutual Fund Mandate MFWire.com
    8/10/2010 UMB Wins Over a JPMorgan Client MFWire.com
    7/16/2010 Eggers is Back MFWire.com
    7/15/2010 American Independence Freed from C Shares MFWire.com
    12/15/2009 Security Global Scores a Sub-Advisory Win MFWire.com
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