Through our time tested disciplined approach, we can help you achieve your wildest dreams.
The process starts with understanding your distribution needs. We then construct a proper balance of equities and fixed income in your portfolio. Just as important, we monitor and make adjustments to the underlying investments throughout the year. Investing isn’t a set it and forget endeavor. it takes regular analysis and calculated modifications rooted in facts and unscathed by headline emotions.
If I had a conversation with a person about investing that I knew I’d never see again, and they asked if they should invest their money into an index fund and forget about it, I’d say “sure”. I know the worst they will do is what the index performs and that’s probably not so bad. But I would never invest my money or my clients’ money that way.
James Studinger
We believe in diversification and the theory of asset allocation, but we aren’t imprisoned by its constraints that run rampart throughout our industry. Instead, we take a logical approach to balancing risk and opportunity given current economic conditions.
Contact us to talk about reviewing your current investment strategies.
js@jpstudinger.com
(248)643-6550
800 W. Long Lake, Suite 160
Bloomfield Hills, MI 48302
