Michigan 810.732.7411 Florida 813.251.1879 Michigan 810.732.7411
Florida 813.251.1879
For Clients

Investment Management

Helping You Build Generational Wealth

Investment Management

We start with the end in mind, understanding your risk capacity, time frame in which you will need access to cash, tax situation, and growth objectives.

From there, we identify the types of investments (stocks, bonds, cash and alternatives, etc.) that serve as a best fit and how much should be invested in each type.

We then implement the plan, monitor, and rebalance your investments on a regular basis, and make recommendations for change, as appropriate.

Our many years of experience and pooled market knowledge help provide you with sophisticated investment guidance and well-informed, thoroughly researched recommendations.

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Our Investment Philosophy

We work with you to control what you can, and to plan around what you cannot.

  • Focus on creating an investment plan to fit your needs and risk tolerance over chasing investment returns
  • Maintain a longterm portfolio management approach; staying disciplined through market dips and swings
  • Monitor your goals regularly and revise with you, as needed
  • Identiify and review potential blind spots
  • Manage expenses, turnover, and taxes

Managing Your Investment Portfolio

Our Chief Investment Officer (CIO) leads our Investment Committe, which is responsible for:

  • Building, monitoring and updating investment models
  • Defining strategies to manage short-, mid-, and long-term risks
  • Reviewing individual client investment performance and making recommendations for change, as needed

Michigan

5206 Gateway Centre, Suite 300
Flint, MI 48507
Phone: 810.732.7411
Fax: 810.732.8190
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"Leave Nothing
To Chance."

Florida

712 S. Oregon Avenue
Tampa, FL 33606
Phone: 813.251.1879
Fax: 813.251.1716
View Map / Directions

Investment advisory services offered through Stephens Consulting, LLC, a SEC registered investment adviser doing business as Stephens Wealth Management Group (SWMG).  SWMG is not a registered broker/dealer.  SWMG investment adviser representatives may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. SWMG is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. SWMG is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.  Important Disclosure

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