Services
Custom Tailored Investment Management
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Collaborative Portfolio Construction
Multi-Asset Class Solutions Proprietary Investment Models Personalized Reporting Risk Adjusted Benchmarking Economic & Market Updates
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Comprehensive Wealth Planning
| Retirement Planning |
Self Directed IRAs, and Roth IRAs, Simple IRAs, 401(k) and 403(b) Plans, Fixed and Variable Annuities |
| Executive Compensation |
Company Stock Option Exercise/Exit Strategies
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| Estate Design |
Money Guide Pro, Legacy Planning |
| Insurance Needs |
Estate Taxes, Long Term Care
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| Concentrated Liquidity |
Money Market Services/US Treasury T-Bill Auction, Primary Offerings, as well as Secondary Fixed Income Markets and Institutional Fixed Income Trading |
| College Savings |
529 Plans
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| CPA & Attorney |
Michigan Tax Exempt Municipal Bonds, Tax Efficient Portfolio Management Strategies, Trust Funding |
| Interactive Online Portal |
CircleBlack
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| Fee-Based Advisory | Advisory Oversight, Multi-Manager Oversight, Consolidated Reporting Across Custodians, Overlap and Concentration Analysis |