As a member of the university community, you put in long hours of study and research on a rigorous academic journey. We want to partner with you to help you connect your financial life to the values that are important to you as you continue that work.
As an Independent Registered Investment Advisory Firm, we have a fiduciary obligation to place our clients’ interests first, rather than the interests of the companies providing retirement plan services to the university and the products that they sell.
We bring a deep understanding of the Michigan State University benefit and retirement system to our planning process and can tailor our SRB Plan to your unique circumstances. We will help you understand the role your finances play in your life and connect your money to your values and goals in a way you may not have realized was possible. Along the way, we can help with benefit choices, such as life insurance and health insurance, and provide strategies to make the most of your employer’s benefit options. When the time comes, we also can help see you through the transition to life beyond the university.
In addition to working within the Michigan State retirement plan investment options, we can structure investment programs that support your goals and objectives throughout your working life and into retirement. We offer investment portfolios that focus on environmental, sustainability, and corporate governance issues to help align your portfolio’s holdings with your ethics and politics.
All our competitors for our niche market offer and promote their own products. Their goal is to keep client funds in their own products rather than looking objectively for the best approach.
Our life planning process connects our client’s values with their money, supported by ongoing guidance. Every aspect of personal finance is connected, and advice on retirement funds cannot be separated from an overall financial plan.
While our competitors offer a call center and a rotating cast of relationship managers, our clients get to know every member of our team and we value long – term relationships. We also value being part of our community with local decision making that allows us to focus on those relationships.