Institutional Advisor and Wealth Management Services in Bloomfield Hills, Michigan
Our advisors in the Detroit, Michigan area partner with clients including community banks, credit unions, insurance companies, other institutions and individuals to create coordinated investment and financial plans. Our team specializes in helping clients that navigate complex regulatory requirements, finances and taxes.
The institutional investment advisory services we offer include investment portfolio management, bond accounting, asset/liability management (ALM), consulting, mortgage servicing rights valuations and independent, third-party ALM model reviews/validations.
As part of the wealth management planning process, we provide in-house wealth management services including investment management, estate planning, trust services, tax planning and preparation, and personal insurance solutions for individuals. For businesses, we offer retirement planning, tax planning and preparation, institutional cash management and specialized business services.