Asset Management / Investement Planning

Successful investing involves time, discipline and a carefully selected balance of investment vehicles. We believe asset management is one of the most important investment strategies towards helping you reach your investment goals. Proper asset management can not only help put you on the road to reaching your financial dreams and goals, but also may help protect you against market downturns along the way.  


Asset Allocation:


  • The concept of diversifying your assets among stocks, bonds and cash.

  • How you divide your money among stocks, bonds and cash

  • Assessment of your goals, time horizon for investing and tolerance for risk?


Changing market environments will affect how each asset class behaves, and each class will react differently. Each asset class (stocks, bonds and cash) have different risk levels. The right asset allocation mix for you will be based on factors such as life expectancy, retirement goals, children's education, and the overall level of risk you are willing to take.


Our role is to help you assess your needs and long-term goals.  We will work with you to build and manage a portfolio based on sound investment principles. As your life evolves, we'll review and make adjustments to your allocation mix to ensure you remain on track.


Please remember that diversification and asset allocation do not guarantee a profit nor protect against loss in a declining market..


Every investment decision involves both risk and reward. Learn how an asset allocation strategy can help reduce your risk by watching this video clip. 

Contact us today at 248-430-0599 to get started building an appropriate asset allocation mix for you. 


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This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.


800 W Long Lake Road, Suite 210 , MI 48302   248.430-0599