Your account will be managed by a professional money manager. We monitor the financial markets every day and regularly review your portfolio to ensure that an optimal blend of investments is being used to meet your individual goals. This provides our clients with many benefits, including more time to pursue what really interests them.

We have no conflicts of interest that could adversely affect your portfolio performance. Unlike many brokers and other financial advisors, we receive no compensation from brokerages or mutual fund companies for investing in their funds. Our only goal is to find the best investments available to meet your objectives.

Three. We have offices in Grand Blanc, Michigan; Troy, Michigan; and Naples, Florida.