- Independent investment adviser registered with the United States Securities and Exchange Commission under the Investment Advisers Act of 1940. The information in this web-site has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority.
- No brokerage operations or affiliates.
- Established in 1994.
- Employee Owned. Michigan corporation 100% owned by active employees.
- Majority of institutional account trades executed by minority-owned brokers.
- Frequently designated "Best Money Manager" with one or more investment strategies included on category top national ranking lists.