Smalley Investments

Smalley Investments - We Help Our Clients Live Better Financial Lives Welcome to the best of all worlds. We combine personalized, one-on-one wealth advisory services with online tools to manage your entire financial life from one consolidated and secure place. High Touch Service We design financial plans and strategies and proactively follow up to ensure that they are fully implemented. We treat our clients the way we want to be treated. Institutional-Style Investing Our investment style is based on low cost core strategies paired with tactical professionally managed portfolios aligned with your time horizon and risk tolerance. Financial Dashboard & Mobile Apps We use award-winning technology to track and monitor your assets and investments to help you make good financial decisions no matter where you happen to be. We pull it all together and provide you with strategies & options We are financial advisors, consultants, managers, and educators. We will help you get organized, consolidated, focused, and make sure that everything you have works well together to help you achieve your dreams. Wealth Management By taking a holistic approach to all of your financial assets, we provide strategies to help you create an ideal financial future. Asset Management As an independent firm, we build institutional-style investment portfolios based on your risk and time horizon. Investment Consulting We provide you with asset allocation and investment choices, so you can make sure all of your investments are aligned to help you accomplish your goals. Insurance Sometimes it is not about increasing your assets, it is about protecting them. We provide insurance solutions to help make sure that your family is protected. We provide fiduciary services and institutional investment management to organizations large and small For more than fifteen years we have been managing institutional investments, including endowment funds, retirement plans, and workers' compensation funds. Talk to us to see how we can assist you in performing your fiduciary responsibilities and optimize your organization's investments. Retirement Plans We work with plan sponsors to manage retirement plans, provide fiduciary services, and coordinate employee education. Executive Compensation Keeping your best employees can be difficult. We help employers offer executive compensation plans to help you retain your high-ranking employees. Workers' Compensation We advise the investment committee, manage the investment process, and prepare quarterly compliance reports for self-funded plans. Endowment Funds We work with you to develop investment policies that help fund the mission of your organization, manage investments, and document the distributions.

Address: 213 East Saint Joseph Street, Lansing, MI 48933, USA

Phone: +1 517 487 4850
FAX: