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Customized Fixed Income Portfolios
Capital Management
Asset Allocation Portfolios
Customized Fixed Income Portfolios
Investment Research & Due Diligence
New Economy Asset Management
Tax-Aware Asset Management - Rehmann UMA
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Investment Advisory Services
Retirement Plan Administration
Retirement Plan Construction & Advice
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Estate Planning
Individual & Business Financial Planning
Integrated Tax & Financial Planning
Risk Management & Insurance
Experienced asset management, financial planning and retirement specialists
Services
High-quality, custom portfolios for each investor.
The Capital Markets Group provides individual bond solutions that offer diversification and daily monitoring. These fixed income portfolios can be customized to meet your goals and objectives.
Targeted Municipal Strategies
3-year Municipal Strategy
5 to 7-year Municipal Strategy
10-year Strategy
Municipal Blend Strategy
Corporate Strategies
3-year Corporate Strategy
5 to 7-year Corporate Strategy
10+ year Corporate Strategy
Corporate Blend Strategy
Securities offered through Royal Alliance Associates, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, an SEC Registered Investment Advisor not affiliated with Royal Alliance Associates.
Kristopher Burak
Financial Planning
517.316.2400
Mike Bozimowski
JD, MST, CMI
State & Local Tax
248.579.1100
Bryan Pukoff
CPA, JD
Tax
248.458.7050