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Investment Management & Financial Planning Services
Case Studies | Investment Management | Trust & Estate Services | University Advisory ServicesProtecting Your Assets
You work hard to accumulate wealth for family needs, retirement, the transfer to loved ones, and other needs. However, the effort to accumulate wealth in today's demanding environment often leaves you little time or expertise to accomplish this. The experienced money managers at Bank of Ann Arbor are ready to help you with professional investment services utilizing a broad range of asset classes and investment styles.
Our Disciplined Investment Philosophy: Helping Your Money Grow Steadily
Our investment philosophy is based upon a consistent investment style that does not fluctuate with every market gyration. We apply this disciplined approach to building wealth through a customized strategy designed to meet your individual financial goals and tolerance for risk. Once a strategy is developed, we will continue to monitor your performance to your goals and actively meet with you to discuss changes and strategy based on your goals and priorities. Our commitment is to understand your personal needs and objectives and to work with you to help you achieve those goals in an ever changing market.
You can rely on:
- Face-to-face meetings. Our local investment managers are able to meet with you in person.
- A customized portfolio. Based on your needs and risk tolerance, we will design a suitable portfolio of individual securities and/or mutual funds. We do not offer proprietary funds and avoid funds with sales charges.
- A highly disciplined approach. That means we develop an investment policy statement with you and work within guidelines that you concur with.
- Coordinated investment activity. We will work with you and/or your accountant to minimize taxes.
- Keeping you informed of market dynamics that might impact your investments.
Investment Process
We believe that your portfolio deserves the best of our own investment advice as well as access to the very best research of major investment firms. Our investment managers perform detailed, fundamental and technical analyses on a broad range of securities.
Proper asset allocation and sector weightings are the primary ingredients for solid and consistent portfolio returns and in the preservation of capital. Bank of Ann Arbor will work closely with you to customize a strategy fitting your individual circumstances, tolerance for risk and need for cash flow.
We offer a broad array of investment choices to fit your needs. From cash management, fixed income and global and domestic equities to alternative investments, we offer solutions and strategies to accomplish your long-term objectives.
Brokerage Services
Whether your goals are retirement planning, college education funding, tax savings or income generation, you will find a range of investment options and expert advice to help you meet those goals.
Through our unique partnership with UVEST Financial Services, you have access to a full range of investment options including stocks, bonds, treasury notes and bills, mutual funds, fixed and variable annuities, commercial paper and money market funds.
Take advantage of our brokerage services today and you'll enjoy the convenience of having all your financial needs met in one place along with online access to your accounts. Try our online brokerage access for clients.
Our investment representative, David Pate, is eager to answer your questions and show you how to reach your investment goals. Make an appointment today for a free, no-obligation consultation with David. Call 734-327-0025 or for an appointment today.
UVEST is a registered broker-dealer and member of the NASD and SIPC. Mutual funds, annuities and other securities
offered through UVEST:
- Are NOT insured by the FDIC;
- Are NOT deposits or other obligations of the bank or its subsidiary; and
- Are subject to investment risks, including the possible loss of principal
