More About Us
It's important who you trust with your hard-earned savings. The more you know about who you chose to be your advisor, the more comfortable you will be. We hope this page helps you get to know us a little better.
We are a registered investment advisor based in southeastern Michigan about 25 minutes from Ann Arbor (Go Blue). We have been in business since 2005. We designed our business from the ground up to offer investment advisory services in the way we would want them if we were the client. As a matter of fact, we are - every employee has accounts managed by our firm. So we invest the exact same way as our clients.
We also choose to be registered investment advisors to embrace the legal fiduciary duty required of registered investment advisors. We will always place your interests ahead of ours. We also don't want you to ever feel like an account number, so we limit the number of clients an advisor can manage to 100 clients.
We also bring a rigorous, academic-backed discipline to our investing methodology. Our founders have diverse backgrounds from business school to engineering. We believe this combination brings the best of the science behind investing with a deep understanding of the financial world.
Finally, we love what we do and we love our clients. We wake up each day excited to help our clients meet their financial goals and insure they have the money to enjoy the many other aspects of their lives.