Farmington Hill Investors V

WWK & Investments, located in Northville, MI, specializes in providing comprehensive financial planning and investment services tailored for individual investors, including retirement and college planning. Their dedicated team, which includes Chartered Special Needs Consultants, emphasizes a personalized investment selection process to meet the unique needs of their clients. Offering services such as fiduciary workshops and employee education, WWK & Investments is committed to helping clients navigate their financial journey with confidence. They ensure the highest standards of data privacy and security, maintaining a focus on client relationships and trust. Generated from the website

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

Schwartz Investment Counsel, Inc., established in 1980 and headquartered in Plymouth, Michigan, is a leading provider of investment counseling services to a diverse range of clients, including families, trusts, retirement funds, foundations, endowments, corporations, and mutual funds. With a strong commitment to fiduciary responsibility and prudent investing, their highly-experienced portfolio managers and analysts focus on managing high-quality stock and bond portfolios, applying fundamental security analysis and strict discipline to provide continuity and stability to investment portfolios. Driven by a philosophy of long-term, mutually beneficial relationships, Schwartz Investment Counsel, Inc. emphasizes a business-like approach to investing, guided by the principles of Benjamin Graham. Their mission is to meet clients' investment objectives while remaining consistent with their risk tolerance levels, ensuring that investing is conducted intelligently and with a focus on delivering value.Generated from the website