Broker Check

Ann Arbor Office

3300 Washtenaw Avenue,

Suite 225
Ann Arbor, MI 48104

Money Management

Here’s what you can expect when you work with us:

  • Professional management, education, guidance, and information on investment products
  • On-going monitoring of portfolio strategies and new product offerings
  • Fund screening/selection and research
  • Asset allocation and rebalancing
  • Quarterly performance reporting
  • A periodic review schedule to assess risk tolerance & time horizon


Have a Question?

Thank you!