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portfolio Management Services
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Muskegon Location
221 West Webster Ave.,
Suite 400
Muskegon, MI 49440
Phone: 231.728.2406
Fax: 231.728.0177

Grand Rapids Location
161 Ottawa Ave. NW,
Suite 200-G
Grand Rapids, MI 49503
Phone: 616.742.0557
Fax: 616.988.4744
 
 
News
"Wealth Matters: Teaching Work Values to Children of Wealth"
New York Times, May 28, 2010
  • In a tight job market, affluent parents worry as much about how to teach their children the value of work and money as they do short-term swings in their portfolios.
Click HERE to view PDF article
"So you think your (401K) is safe?"
Los Angeles Times, December 10, 2006
  • The popular accounts have little protection from theft. Smaller companies have raided the funds in hard times.
Click HERE to view PDF article
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