Years of Independent Investment Management
Our senior portfolio managers are all Chartered Financial Analysts with decades of experience. We research and select individual stocks, not layers of mutual funds that hide what you actually own. Results through Research™ means every investment decision is backed by fundamental analysis and proven methodology.
We answer the phone during business hours because your wealth deserves a human voice, not a phone tree. You'll work directly with senior portfolio managers who know your name, your goals, and your family's financial story. Real relationships built over decades, not quarterly sales targets.
Fiercely independent since 1981—we've never been sold and never will be. Your advisor won't disappear in a corporate merger because we're not looking for an exit. We've built something meant to last generations: a firm where the same team serves the same families, year after year, with a consistent philosophy you can count on.
We're fiercely independent (never selling to consolidators), we pick individual stocks instead of mutual funds, and we actually answer the phone during business hours. You'll know exactly which companies you own and can speak directly to your portfolio manager anytime.
Our minimum is $500,000 in investable assets, applied to all accounts combined for a household. This allows us to build properly diversified individual stock portfolios and provide the personal attention our clients expect.
Money brings complications—scattered accounts, family dynamics, estate planning questions, and sometimes just confusion about what you actually have. We help you get organized first, then invest strategically. Many clients tell us the clarity and confidence they gain is as valuable as the returns.
Absolutely. We lead with our performance because we're proud of it. Unlike many firms that hide their track record, we provide detailed performance data compared to market benchmarks over multiple time periods.
Yes, we serve families across the country. While we're headquartered in Novi, Michigan, about half our clients live in other states. Modern technology allows us to provide the same personal service regardless of location.
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Fiercely independent wealth management for families building long-term wealth through individual stock selection and truly personal service.
