Investment Management Services
Investment Management and Advisory Services in Livonia, Michigan
Customized Investment Management for Long-Term Financial Goals
At Financial & Portfolio Advisors, Ltd., our solutions include a complete range of services designed to help set you up for future financial success. Our primary focus is on investment advisory/investment management services. Utilizing your risk management score, we implement a portfolio of investments that helps you to achieve your long-term goals.
This is an ongoing, periodically changing process that requires involvement from both you and us in order to keep your investment portfolios aligned with your goals. This process allows us to actively manage your portfolios and help you get through future economic situations. While we know we cannot anticipate future events when designing your portfolio, we believe valuable insights can be gained through research, such as studying historic trends, relationships between investment classes and the philosophies behind successful investment managers.
Asset Allocation & Fiduciary Commitment
When it comes to developing your portfolio we understand the importance of appropriately allocating investment assets and risk tolerance. Dan adheres to the Accredited Investment Fiduciary’s definition of a fiduciary as:
“One who acts in utmost good faith, in a manner he or she reasonably believes to be in the best interest of the client. AIF® expects its professionals to provide only financial planning recommendations (services and/or products) that they reasonably believe to be the best possible options available to their clients.”
For clients that make use of our investment management services, we also offer services such as retirement, estate, tax preparation and planning, life insurance/long-term care cost planning, and general consultation.
If you have any questions or concerns regarding our investment or financial services, contact us at (734) 261-4011.
Get a Second Opinion
Contact Financial & Portfolio Advisors in Livonia, MI to receive a free second opinion about your current investment portfolios and tax strategy.
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