Established in 2003, our firm specializes in working with University Faculty & Staff to manage wealth. We also work with families outside the University environment via referral. Having the ability to directly assist in managing our client’s University retirement investments is our focus.
With our Breadth of Services, we work with our clients to help establish goals, objectives and risk tolerance in order to effectively evaluate their financial position. Developing tactical as well as strategic alternatives helps us work with our clients to pursue the growth, distribution and multi-generational preservation of assets.
We are located off the I-94 State Street (Exit 177), just north of the crossroads of State Street and Eisenhower Parkway in Ann Arbor, Michigan.
Tactical allocation may involve more frequent buying and selling of assets and will tend to generate higher transaction cost. Investors should consider the tax consequences of moving positions more frequently.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.