AMI Investment Advisory Services, Inc. was founded in 1997 by Tim Halchuck. The focus of the business has been both working with employers and their employee retirement plans as well as working with individuals to assist them with working towards their retirement needs.
Employer Sponsored Retirement
Employer Sponsored Retirement
Employer Sponsored Retirement
AMI offers both plan design and fiduciary investment services to employer sponsored retirement plans. We will work with the plan trustee to design an investment menu in order to best pursue your employees' retirement needs.
Investment Portfolio
Employer Sponsored Retirement
Employer Sponsored Retirement
AMI is not limited to a narrow set of investment choices. We research investments including their risk, return and costs to ensure that the offerings are of high quality in order to work towards the needs of the client.
Individual Retirement
AMI can work with you to setup a comprehensive retirement plan including IRA’s and various other investments accounts to pursue both your long and short term savings goals.
AMI is affiliated with Financial Design Group
Advisor
Tim Halchuck
CEO of AMI Investment Advisory Services, Inc. He graduated from Youngstown State University in 1995 with a Bachelor’s of Science in Business Administration, major in Finance. He went on to obtain his Series 7 license in 1996 and his Series 65 license in 2012 held through LPL Financial. He entered the financial services industry in 1991 as an insurance agent. He earned the QPFC (Qualified Plan Financial Consultant) designation from ASPPA in 2013, his AIF® (Accredited Investment Fiduciary) designation from fi360® in 2015 and the C(k)P® from The Retirement Advisor University® in collaboration with UCLA Anderson School of Management Executive Education in 2016. He earned the QKA (Qualified 401(k) Administrator) designation from ASPPA in 2018.
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Tracy Martin, QKA
Tracy is a graduate of Trumbull Business College with an Associate’s Degree in Applied Business. Tracy started in financial services with AMI in 1999. She earned the QKA designation in 2021. Tracy is the office manager as well as Tim’s Executive Assistant.
Mary Farkas
Mary is a graduate of Slippery Rock University with a degree in education. She went to the University of Virginia for her graduate work. Mary has lived and taught in a number of states. Mary and her husband decided to come back to the area a few years ago and Mary entered the financial services field. At AMI, she is Tim’s assistant and works in customer service.