Smalley Investments

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201 Townsend St
Lansing, MI 48933
+1 (517) 487-4850
https://www.smalleyinvestments.com

Smalley Investments is a wealth management firm based in Lansing, MI, that provides personalized portfolio management and financial planning services to exceptional families and organizations. With a focus on individualized attention, they cater to a select group of clients, offering customized portfolios that include options for qualified investors and private equity hedged strategies.

The firm emphasizes the importance of personal relationships, preferring face-to-face meetings to discuss clients' financial goals, family updates, and dreams over espresso. Led by founder Joe Smalley and his experienced team, Smalley Investments also manages retirement plans, ensuring comprehensive financial care for their clients.

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