Exclusive Access to the World’s Most Talented Money Managers
To achieve our objective of providing you with a portfolio that meets your personal investment needs, we have contracted with four different investment advisory firms, making us the exclusive representative in Livingston County of some of the world’s most talented money managers: SEI, Feldman, Federated and Heber Fuger Wendin.

Our management style blends investments to maximize your opportunity of reaching specific investment goals. So whether we use mutual funds, individual stocks or bonds or a combination, we start with a one-on-one investment strategy built around you, then we regularly keep you fully informed of the status of your portfolio.