HOUR Detroit and dbusiness magazines commissioned a study of high net worth individuals in southeast Michigan to find the top wealth managers in our area. The list contains investment advisors like Fulkerson Capital Management, estate planning attorneys, CPA's and financial planners.
They have a fairly sophisticated technology that polls a select group of people in our area to discover the names of individuals who are most respected and acknowledged for top level performance for their clients. The named professionals are then graded by the respondents from one to five stars. Our clients gave me a Five-Star rating -- the highest possible award of which less than 7% of wealth managers receive.
Unfortunately for many investors, their advisors do not have a system to "capture" gains. They end up "buy and hold" type investments where the advisor and client have to "hope" the market goes up. If it doesn't, there is no strategy or system to get investors out of the market. If it crashes, they are at the mercy of where the market goes.
I relentlessly chase perfection in my skills as a money manager, knowing full well it will not be achieved because nothing is perfect. But in the process of chasing perfection, my goal is catching excellence. I have no desire to be just good. All this to protect my clients from massive bear market declines and get solid returns during market upswings.
Rest assured..."I Stand On Guard For You."