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Michigan's Top 24 Asset Management Firms

3
min read
Top 24 asset management companies in Michigan Main

Michigan's Top 24 Asset Management Firms

3
min read
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Top 24 asset management companies in Michigan Main
Top firms trust Inven to find niche companies

Asset management companies play an indispensable role in growing and protecting financial portfolios. Operating in a diverse economy like Michigan's, these firms offer an array of services encompassing investment management, wealth management, financial planning and risk management. They cater to both individuals and institutions, providing everything from mutual funds to personalized portfolio management. As the financial landscape continues to evolve, these companies are embracing innovation to deliver tailored strategies aimed at helping clients achieve their financial objectives.


Top 24 asset management companies in Michigan

1. Eurizon

Eurizon Capital is a company that offers investment and wealth management solutions to individuals and institutions. They provide a wide range of investment products and services, including mutual funds, discretionary portfolio management, and financial planning.


2. Flexible Plan Investments, Ltd.

Flexible Plan Investments is an investment management firm that offers turnkey portfolios and RIA solutions. They specialize in building stronger portfolios from the bottom up and provide dynamic risk management. The company focuses on providing solutions for both individual and institutional investors.


3. VantagePointe Financial Group

  • Website: vpfgroup.com
  • Headquarters: Grand Rapids, Michigan, United States
  • Founded: 1992
  • Headcount: 51-200
  • LinkedIn

VPF Group is a company that offers a range of financial services and solutions. They provide comprehensive investment banking services, including advisory, capital raising, and asset management. With a focus on delivering tailored strategies, VPF Group helps clients achieve their financial goals.


4. Schwartz Investment Counsel, Inc.

Schwartz Investment Counsel, Inc. is an investment counseling firm established in 1980 and headquartered in Plymouth, Michigan. They provide investment counseling services to various clients including families, trusts, retirement funds, foundations, endowments, corporations, and mutual funds. Their highly-experienced portfolio managers and analysts focus on managing high-quality stock and bond portfolios with diligent application of fundamental security analysis and strict discipline. The firm aims to provide continuity and stability to investment portfolios.


5. Bloom Advisors, Inc

Bloom Advisors is an investment firm that specializes in building personalized financial portfolios. They offer retirement planning, investment management, estate planning, and legal services. With a team of experienced professionals, they provide guidance and advice to help clients achieve their financial goals.


6. A Smarter Way to Invest

A Smarter Way to Invest is an investment management firm offering investment strategies managed by their internal portfolio managers and investment analysts as well as outside firms with varying areas of expertise. They specialize in value investment philosophy and offer dynamically managed portfolios for their clients with a bias towards principal preservation.


7. RAIMCO.TERM.SRL

  • Website: raimco.com
  • Headquarters: Magenta, Michigan, United States
  • Founded: 2017
  • Headcount: 11-50
  • LinkedIn

RAIMCO is a company that offers investment management and advisory solutions to institutional investors, including public and private pension plans, endowments, foundations, and corporations.


8. Seizert Capital Partners

Seizert Capital Partners is an investment management company that manages about $2 billion worth of assets across multiple specialized strategies.


9. Heart of West Michigan United Way

  • Website: hwmuw.org
  • Headquarters: Grand Rapids, Michigan, United States
  • Founded: 1917
  • Headcount: 11-50
  • LinkedIn

hwmuw.org is a company that offers various services in the financial industry. Their expertise lies in investment banking and they provide solutions and advice to clients on financial matters. They aim to help clients achieve their financial goals and maximize their investments.


10. Red Cedar Investment Management, LLC

  • Website: redcedarim.com
  • Headquarters: Grand Rapids, Michigan, United States
  • Founded: 2014
  • Headcount: 11-50
  • LinkedIn

Red Cedar Investment Management is an active asset manager, specializing in income producing strategies and preferred securities. They focus on developing long-term partnerships with clients, offering high-quality investment solutions.


11. Azimuth Capital Management LLC

Azimuth Capital Management is an independent investment management company that offers customized, strategic solutions and high-quality managed investing. With a transparent and unbiased approach, they provide sustainable results for their clients.


12. Secure Asset Management, LLC

Secure Asset Management, L.L.C. is an independent investment advisory firm providing professional wealth management services and comprehensive financial planning solutions.


13. Kaydan Wealth Management

Kaydan Wealth Management is a registered investment advisor providing professional wealth management services.


14. National Real Estate Management Group

  • Website: nremg.com
  • Headquarters: Grosse Pointe Park, Michigan, United States
  • Headcount: 11-50
  • LinkedIn

National Real Estate Management Group (NREMG) is a real estate management company that provides property management, asset management, and investment services to clients.


15. USA Financial Portformulas

USA Financial Formulas is a private money management firm that implements formulaic strategies designed to remove emotion from investing equation, managing client portfolios and offering investment strategies with risk management integration.


16. Libery Capital Management

  • Website: lcmgt.com
  • Headquarters: Birmingham, Michigan, United States
  • Founded: 1993
  • Headcount: 11-50

Liberty Capital Management is a financial institution based in Birmingham, Michigan, focused on providing personalized services to its clients with a commitment to excellence.


17. Proctor Financial, Inc

  • Website: pfic.com
  • Headquarters: Troy, Michigan, United States
  • Founded: 1954
  • Headcount: 201-500
  • Latest funding type: Acquired
  • LinkedIn

Proctor Financial, Inc. is a company that offers financial services and solutions to clients. With expertise in investment banking, they provide investment advice, portfolio management, and risk management strategies. Their comprehensive approach helps clients achieve their financial goals.


18. Novastar Solutions

  • Website: novastar.net
  • Headquarters: Livonia, Michigan, United States
  • Founded: 1998
  • Headcount: 51-200
  • LinkedIn

NovaStar provides a range of comprehensive financial services with expertise in investment banking, asset management, and wealth management. They offer tailored solutions to meet the unique needs of their clients, assisting them in achieving their financial goals.


19. Shabazzfinancial

Shabazz Financial provides experienced financial trading services to clients, offering personalized trading plans tailored to their unique needs.


20. Allied Printing Company, Inc.

Allied Rethink is a company that offers comprehensive financial services and innovative solutions to clients. With a focus on strategic planning and investment management, they assist individuals and businesses in achieving their financial goals and maximizing their returns.


21. Michigan Production Machining Inc.

MichPro is a company that offers a range of professional services and solutions. They specialize in providing strategic advice, financial expertise, and investment banking services to clients. With their team of experienced professionals, MichPro assists clients in achieving their financial goals and making informed investment decisions.


22. McQueen Financial Advisors

  • Website: m-f-a.com
  • Headquarters: Clawson, Michigan, United States
  • Founded: 1999
  • Headcount: 51-200
  • LinkedIn

McQueen Financial is a Michigan-based financial advisory firm serving financial institutions since 1999.


23. Schechter

Schechter Wealth is a boutique wealth management firm that provides smart and independent investment portfolio management services. With a focus on wealthy families, they offer customized financial advice and solutions, tailored to the specific goals of each client.


24. Union Bank of Michigan

  • Website: ubmich.com
  • Headquarters: Lake Odessa, Michigan, United States
  • Founded: 1934
  • Headcount: 51-200
  • LinkedIn

UBMich.com is a company that offers various financial services and solutions. Their expertise lies in investment banking, asset management, and wealth management. They provide personalized financial advice and solutions to individuals and businesses.


Want to find more asset management companies?


If you want to find more companies that offer a myriad of services from investment management to financial planning you can do so with Inven. This list was built with Inven and there are hundreds of companies like these globally.


With Inven you'll also get to know the company's:


  • Ownership: Which of these are private equity backed? Which are family-owned?
  • Contact data: Who are the owners and CEO's? What are their emails and phone numbers?
  • Financials: How do these companies perform financially? What are their revenues and profit margins?

...and a lot more!

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