Life is complicated. But, no matter how complex life seems, we are here to guide you in the right direction.
Progress is cyclical. Our goal is to produce solid investment results over full market cycles. We encourage clients to assume reasonable risks by focusing on long-term real returns, not speculation. We are not market timers, we do not chase past performance, nor do we sell based upon rapid price momentum in the markets. We look for intelligent growth through a blended investment strategy.
We strongly believe key investment decisions revolve around clearly defined goals, implementing those investment goals, and maintaining a disciplined approach.
An independent wealth management firm free to base our portfolio decisions in keeping with the best interest of each client. We structure our goals so they are aligned with those of the investor to help grow their portfolio. Our financial advisor is Philip T. Straley, CPA/PFS.
Phil has been a licensed CPA for over 30 years and is the Managing Partner at Straley Lamp & Kraenzlein P.C. in Alpena Michigan. The firm has 24 employees, including 10 Certified Public Accountants. Phil is also a registered representative of 1st Global Capital Corp. and an investment adviser representative of 1st Global Advisors, Inc.
Phil received his Master’s degree in Political Science, minoring in Economics and History, from Eastern Michigan University. He is also a US Army Veteran. In addition to being a licensed CPA, Phil has been licensed as an investment & financial advisor since 1999, holding both the Series 66 and Series 7 security licenses, as well the Personal Financial Specialist designation (PFS). Phil is assisted in the investment planning division by Ashley Robertson, who holds a Bachelor’s degree in Public Policy from Michigan State University.
We formulate a diversified portfolio of investments based on your goals, your needs, and your risk tolerance from a variety of resources. We personally select mutual funds, exchange-traded funds, stocks, and bonds. We continuously manage these securities and recommend improvements and modifications suited for your needs.
Investment Advisory services offered through 1st Global Advisors, Inc.
We are licensed to offer securities in the states of Michigan and Florida.
This is not an offer to sell securities in any other state or jurisdiction.