ACE Management

Jeffrey Hollenbeck is a financial advisor at ACE Management with 13 years of industry experience. He has held previous roles at Ryzome Investment Advisors and Vining Leonard Group. In addition to his advisory work, he prepares tax returns for a small number of individual clients. ACE Management serves individual clients, including high-net-worth households and small business owners, providing portfolio management with a non-discretionary approach that emphasizes fundamental analysis, current income, and limited trading frequency. The firm manages approximately $13.5 million across 105 accounts and employs a small, supported advisor team with professional credentials.

Michael Green is a financial advisor at ACE Management in East Lansing, MI, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining ACE Management in 2023, he worked at Blue Water Asset Management and was self-employed, with a long career at the Michigan Department of Corrections from 1999 to 2018. He is also licensed as an insurance agent, primarily providing referrals for property casualty, annuities, and life insurance. ACE Management serves individual clients, including high-net-worth households and small business owners, by providing ongoing investment advisory and portfolio management services with a predominantly non-discretionary approach. The firm emphasizes fundamental equity analysis, longer holding periods, and a focus on current income with secondary price appreciation.

Steven Clisch is a Certified Financial Planner® with 17 years of industry experience. He currently works at ACE Management and has held prior roles at PNC Investments LLC, Equitable Advisors, and AXA Advisors, LLC. Clisch also owns and operates Clisch Financial Planning, LLC, where he provides fee-based financial planning and life insurance services. ACE Management serves individual clients, including high-net-worth households and small business owners, by offering ongoing investment advisory and portfolio management with a focus on fundamental analysis and long-term equity holdings. The firm operates primarily on a non-discretionary basis, requiring client approval for all trades, and manages portfolios that may include equities, fixed income, hybrids, and derivatives.