Investment Planning Services in Michigan
What is your investment risk score? We tailor-fit each client’s investment portfolio allocation using sophisticated technology that allows us to decipher your true tangible level of risk. Investments are already stressful in nature, but allocating improperly can make it much more difficult. We utilize available tools to aim for appropriate investment strategies that align with your risk tolerance, seeking to foster greater confidence for those we serve in in Sterling Heights, Michigan, and the Midwest.
Fiduciary Commitment to Clients
As independents, we’re not handcuffed to any investment companies and are able to utilize whichever investments we feel will benefit our clients the most.
his allows for adaptability in our portfolio management and the ability to make adjustments when deemed appropriate, based on market conditions and research, rather than external directives.
We are a large enough firm to have access to a broad universe of investment options, and we continue to analyze the investments available.
We evaluate historical performance, internal expenses, market correlation, and other relevant factors when considering potential investments. Being independent, we perform our own analysis, relying on our research rather than parent-company guidance.
We Review Our Investments Daily
We conduct daily reviews of our investment portfolios and holdings for our clients in Michigan. We subscribe to the best independent research, in our eyes, that is available today. Through our independent research, we have developed and maintain an investment research process that helps us assess potential investment opportunities and make adjustments as needed.
We review each investment’s performance track record, and we pay extra special attention to performance during down periods in the market. How did it perform in the dot-com bubble, the financial crisis, or the Coronavirus crash?
Most importantly, we want to make certain it is positioned to do well moving forward given the current market climate and what our independent research tells us. We compare our independent research and current holdings daily to determine if any adjustments are prudent for our Michigan clients.
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We Can Help!
One of our goals as a firm was to become more nimble in our portfolio management because we felt global stock and bond markets were on the verge of increased volatility. When it comes to our managed portfolios, we feel that we have achieved our objectives. That being said, some portfolios are more flexible and nimble than others, so if you would like to discuss your investments with us, we would be happy to help. Just give us a call.
Contact Us
Summit Financial Consulting LLC
Working With People You Trust.
43409 Schoenherr Road, Sterling Heights, MI 48313
Phone: 586-226-2100
Fax: 586-226-3584
info@summitfc.net
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The Fine Print
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Summit Financial Consulting LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation.
The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Michigan, Florida, Texas or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. All investing involves risk including loss of principal. Past performance does not guarantee future results.
Advisory services are offered through Summit Financial Consulting LLC, DBA Summit Financial Working With People You Trust, an SEC Investment Advisor. Being registered with the SEC and being a registered investment adviser does not imply a certain level of skill or training. Summit Financial Consulting LLC and its representatives do not render tax, legal, or accounting advice. Health/Life/Annuity Insurance products and services offered by the individual insurance agent. Group Health insurance and ancillary benefits are offered through Summit Health Services, LLC. Property/Casualty (P&C) Insurance is offered through Summit Insurance Services, LLC and our local P&C agency partners. Representatives of Summit Financial Consulting LLC offer tax preparation services through Summit Tax Services. Summit Tax Services is a DBA of Heemer Klein & Company and they are owned and operated independently. Tax products and services are offered through Summit Tax Services LLC. Summit Financial Consulting LLC, Summit Health Services LLC, Summit Tax Services LLC, and Summit Insurance Services, LLC are affiliated entities.
Summit Financial Consulting LLC, Summit Health Services LLC, Summit Tax Services LLC, and Summit Insurance Services, LLC are not affiliated with the Social Security Administration or any government agency.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.