St James Capital, LLC

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

McLellan Financial Mortgage, established in 2000, has more than two decades of experience in helping clients secure financing for their dream homes and commercial properties. With a strong dedication to personal service and a deep understanding of the home purchase process, their team focuses on making the borrowing experience as seamless as possible. Operating out of Rochester, Michigan, McLellan Financial Mortgage offers a range of loan options, including fixed-rate, adjustable-rate, and specialized loans for first-time buyers and investors. Their commitment to client satisfaction and local community support sets them apart as trusted neighbors assisting others in achieving homeownership. Generated from the website