Asset Advisor

776 S Lapeer Rd
Oxford, MI 48371

Southeast Asset Advisors, a non-commission fee-only registered investment advisory firm based in Oxford, MI, caters to a specialized clientele that includes families, individuals, businesses, endowments, foundations, and charitable organizations. With a commitment to deserved trust, the firm focuses on providing tailored investment strategies aligned with the unique needs of its clients.

By prioritizing integrity and transparency, Southeast Asset Advisors aims to foster lasting relationships grounded in trust and support. The firm embodies the belief that the highest achievement of civilization reflects a seamless web of deserved trust, as emphasized by notable figure Charlie Munger.

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