Michigan, independent advisory services to institutional investors

  • Please note our new address and telephone number.


    We moved on March 31, 2016, our new address is:

    43155 Main Street, Novi, Michigan 48375

    Our new telephone number is:


  • Contact Us

Who Are We?

    • A seasoned, institutional investment consulting firm founded in 1992.
    • Independent, investment advisors that are not affiliated with other service providers.
    • An SEC Registered Investment Advisor (RIA).
    • A company with consultants that provide strategic investment advice and oversight for all major plan sponsor types including government retirement plans, corporate retirement plans, union and multi-employer funds, endowments, foundations, healthcare plans and managed risk pools.
  • Michigan Investment Consultantsmichigan-fiduciary-services-sm

What We Do

    • Our consultants provide strategic investment advice and fiduciary oversight services for institutional investors, including plan sponsors, fund administrators and trustees.
    • We perform asset allocation, asset-liability management, plan efficiency review, performance analysis, capital market opportunities and risk assessment.
  • Investment consultants Michiganmichigan-fiduciary-services-sm

Why Choose Us?

    • Count on us for unbiased and timely advice.
    • We have extensive experience in up and down markets.
    • Our knowledge of theory with translation into practical applications is unmatched.
    • We have state of the art investment models and established industry resources.
  • Michigan Portfolio Servicesmichigan-fiduciary-services-sm

Our Philosophy

    • Above all else, we must add value for our clients.
    • We will continuously work to make fiduciary responsibilities easier to manage and to identify ways to enhance the long-term value of the funds.
    • To serve as co-fiduciary for our clients.
    • Offer our clients the highest level of knowledge, skills and experience so we may provide a significant resource for managing fiduciary responsibilities.
  • Michigan Portfolio Servicesmichigan-fiduciary-services-sm