Simple financial guidance for exceptional families & organizations
Our services
Portfolio management
Most of our clients have assets that they would like us to manage to help them accomplish their short and long-term goals. Pull up a chair and let’s talk about it. We have more than 20 years of experience of managing custom portfolios using traditional asset classes, as well as hedge funds, private equity, real estate & precious metals.
Retirement plan provider
Many of our clients own highly successful businesses. Often, the best way we can help them the most is by allowing them to attract, hire, and retain their most profitable asset - their staff. We can design both qualified retirement plans (think 401k plans), and non-qualified retirement plans (think golden handcuffs/parachutes). These plans are not only beneficial for your employees, they can hit the target by allowing you to save more and to significantly reduce your tax liability.
Financial planning
It all begins with an idea or a dream. Whatever it is, the way you tell your story can make all the difference. Our role is to be an active listener, a note taker, a plan maker, a risk avoider, a cheerleader, and an implementor. We don’t have magic pills, but we can provide you a roadmap for all of your dreams.
Risk management
Some risk might be acceptable. But when it comes to providing for family and loved ones, it rarely is. Through proper planning, estates can be preserved, closely held businesses can be transferred, health services can be secured, and special assets, like a family farm or cottage, can be passed according to your wishes. We work closely with your estate planning attorney and tax professionals to ensure that all of your wishes are properly handled and that trees can be planted so future generations may enjoy their shade.
Personal financial planning + portfolio management
“The Smalley Investments team thought of everything. They helped me feel empowered to dream big, and they took care of all of the details.”
— Bob Hoffman, Michigan State University + Fox 47
This statement was provided by Bob Hoffman on June 1, 2023, who is a client of the firm. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
What clients are saying
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Retirement plan management
“One of the best financial decisions we ever made was to add an enhanced plan design to our retirement plan.”
- Bret Marr, MHSA
This statement was provided on June 1, 2023 and may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
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Association portfolio management
“Smalley Investments manages the association’s long-term investment portfolio, as well as the investments of our self-insured group workers’ compensation fund. For over 20 years, they have provided proactive solutions, exceptional customer service, and supportive communications with both staff and boards.”
- Todd Culver, Incompass Michigan
This statement was provided on June 1, 2023 and may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
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Consulting
“Joe and his staff have been instrumental in helping us with business and succession planning, in addition to managing our retirement plan.”
- Melissa McKinley, Kelley Cawthorne
This statement was provided on June 1, 2023 and may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
