Helping you plan a bright future!
Helping you plan a bright future!
We help create programs and portfolios to meet long-term financial goals. Have questions about investment management, taxes, retirement, and/or estate planning? One of our professionals would be glad to help with your financial planning needs.
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance. Risk management is at the heart of everything we do at Oikonomos.
Oikonomos set out to be different from the industry. Our aim is to be dynamic, with the ability to adapt to our client's needs. Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Please contact us if you cannot find an answer to your question.
Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.
It should start with your goals and objectives, and from there we will build an investment portfolio, retirement and tax planning, as well as insurance needs.
The investment universe available to you ranges a wide spectrum of options. Ensuring that your portfolio aligns with your long-term goals and objectives is critical to achieving financial success. Continually monitoring both your portfolio and your needs to make sure they are in sync is crucial.
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It is never too early to get started on your investment plans. Tell us more about your financial and investment planning goals, and we will get you started on a plan to achieve them.
206 East Commerce Street, Milford, Michigan 48381, United States
Oakland, Michigan 48363, United States Info@Oikonomos.us (248) 655-7891
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment
WARRANTIES & DISCLAIMERS
Copyright © 2022 Oikonomos Asset Management, LLC - All Rights Reserved.
There are no warranties implied.
Investment Advisory Services are offered through Oikonomos Asset Management, LLC, a registered investment adviser located in Oakland, Michigan.
Check the background of your financial professional on the SEC's Investment Advisor Public Disclosure.
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