Aquest Wealth Strategies

Managed Asset Portfolios LLC, located in Rochester, MI, is a distinguished investment firm catering to corporations, high-net-worth individuals, and trusts. Specializing in expert management of stock and bond portfolios, the company offers tailored financial solutions to meet the unique needs of its clients. With a focus on providing top-notch investment services, Managed Asset Portfolios LLC is committed to delivering professional guidance and strategic portfolio management. Clients can rely on the firm's expertise to help them navigate the complexities of the financial market with confidence. Generated from their available business information

Equitable Advisors is a national wealth management firm, operating locally across the country. Our financial professionals understand that your path to fulfillment starts with us getting to know who you are, what matters to you, and how you've made decisions so far. Equitable Advisors, LLC (NY, NY), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), a broker/dealer // Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) GE-7417817.1(12/24)

Founded in 1981, Flexible Plan Investments is a turnkey asset management program based in Bloomfield Hills, MI, specializing in dynamic risk management and multi-strategy diversification for financial advisers. With a dedicated team of 80 professionals, the firm offers a variety of actively managed strategies across equity, debt, and alternative asset classes, enabling advisers to create diversified portfolios within a single account. As early pioneers in separately managed accounts, Flexible Plan Investments emphasizes innovation and flexibility to adapt to changing market environments. Their OnTarget Investing tool assists advisers in setting realistic benchmarks for clients, enhancing client retention and value through comprehensive support services. Generated from the website