Through our time tested disciplined approach, we can help you achieve your wildest dreams.

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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

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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

100 W. Long Lake, Suite 120

Bloomfield Hills, MI 48304

 

How else can we help you?

 
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Financial Planning

Financial Training Plan

Speaking/Group Education