Smalley Investments
Smalley Investments is a wealth management firm based in Lansing, MI, specializing in personalized portfolio management and financial planning for exceptional families and organizations. They prioritize customized attention by working with a select number of clients, providing tailored services that include private equity and hedged strategies.
The firm prides itself on building strong relationships with its clients, favoring face-to-face meetings to discuss financial matters in a comfortable setting. With a dedicated team, Smalley Investments also offers retirement plan management, ensuring comprehensive care for both personal and organizational financial needs.
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