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We Believe in an investment strategy that combines excellent investments and managers in a model that our clients can live with for the long term.

Asset Allocation produces real diversification. Asset allocation and diversification do not ensure a profit or guarantee against loss; they are methods used to help manage risk. For long term investors we favor equity investments and believe in spreading the risk properly in an attempt to reduce short term losses without giving up long term growth.

We manage our clients money using a variety of no load funds on a no commission basis, with a negotiated fee of up to 1.5% per year, paid out of the investments themselves. By charging in this manner we strive to reduce conflicts of interest and put ourselves in the same boat with our clients because our success is tied to the success of our clients portfolio.

We do not use market timing or day trading strategies. We believe these techniques are hazardous to your financial health.


1120 S. Lapeer Road, Oxford MI 48371
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Our Mission is to To provide our customers superior financial planning and investment management services, fostering opportunities for wealth and portfolio growth, while providing potential for social and economic returns for our clients.