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improving your financial life...

Our Firm    

My name is Mark Herhold, my four partners and I are passionate about improving the financial lives of others.  We provide investment management services to individuals worldwide that want to enjoy more… and worry less.


Our Process

We are long term value investors and not short term volatile traders.  We believe in avoiding unnecessary risk, harnessing the power of income generation and participating in the growth of the stock market. 


Our Results

We meet with clients in person or virtually by phone/Skype, six days a week. We utilize simple performance statements that enable clients to track the success of their accounts. We provide our service with a “100% Satisfaction Guarantee”.


To schedule your FREE appointment call 810.655.2129 

 or email



call 810.655.2129


Swartz Creek, Michigan

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