INVESTMENT MANAGEMENT GROUP
As a fiduciary, we help our clients simplify the complex world of investing by
offering unbiased advice, similar to what you would expect from your family
doctor or accountant.
We believe that when it comes to investing there is no “one size fits all”
approach. That is why we create a customized investment plan that is designed
to meet your individual goals. In fact, over half of our managed assets are nontrust
accounts for individuals and institutions.
Our investment team members have decades of experience in providing
investment services to clients. We’ve been there:
John Erdody: Chartered Financial Analyst (CFA) and Certified Financial
Les Cseter: 25 years in the banking industry
John Bissell: 40 years in Trust
Our investment philosophy is based on the principles of balance, disciplined
long-term focus, and the importance of asset allocation and diversification. We
strive to keep your portfolio tax efficient and cost efficient.
If you would like to learn more about our capabilities, we would be happy to meet
with you at your convenience. Please email us at firstname.lastname@example.org or call us
at (906) 786-3335.
Click here for Printable version of this page