Current Market Environment

Recent Posts

Read More

Industry recognition

smartx-strategist-of-the-year
wealth-advisors-top-100-model-portfolios-and-smas
definitive-lipper-fund-awards-2022-winner-united-states
think-advisor-luminaries-2021-executive-leadership
morningstar-2021-top-performing-allocation-50-percent-to-70-percent-equity-fund
morningstar-2020-top-performing-tactical-allocation-fund
morningstar-2017-top-performing-IS-equity-mutual-fund
wealth-management-finalist-asset-managers-seperate-accounts-2019
wealth-management-finalist-asset-manager-alternatives-2016
wealth-management-finalist-best-SRI-strategy-2016
detroit-free-press-top-workplace-2021-2013-2012-2011
inc-5000-award
naaim-founder
cranes-detroit-top-money-manager
financial-times-award

Where we manage

Third-Party Custodians*
...
Insurance-Based Platforms*
...
Retirement-Based Platforms*
Retirement-based
Model Manager and Strategist Platforms*
...
Retirement Model Manager Platforms*
Retirement-based
*Only a partial list and subject to change, not all strategies available on all platforms.