Traverse City, MI Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Factor Investing Group
Supported
Firm-wide stats for Factor Investing Group
About
Factor Investing Group provides discretionary wealth management and financial planning to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. Like many supported firms, it typically charges asset‑based advisory fees and delivers ongoing portfolio management for individual clients.
The firm’s investment approach is evidence‑based and factor‑oriented, drawing on academic research (including Fama‑French style factors), quantitative and statistical methods, fundamental analysis, and macroeconomic assessment to inform portfolio construction. Portfolios are generally implemented with low‑cost ETFs and mutual funds and may be tilted toward or away from specific factors, with quantitative models used as inputs that advisers may override based on judgment and market conditions.
Distinctive features include the firm’s explicit engagement of academic and research professionals who provide non‑discretionary research and strategic guidance, and its formal acknowledgement of factor premium and model risk in its disclosures. The firm manages roughly $349 million across about 491 client relationships with a four‑person advisory team and maintains an institutional relationship with a major custodian (Fidelity) that supplies research, platform tools, and launch support—an arrangement the firm discloses and says it manages as a potential conflict of interest.
Based on Factor Investing Group
Location
309 Cass St, Suite 100
Traverse City MI 49684
Advisors at this office
2
Advisors at this office
Christopher C
Series 63, Series 65, Series 66
Traverse City, MI
Factor Investing Group
Christopher Chang is a financial advisor at Factor Investing Group with three years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Factor Investing Group, Chang worked at Melfa Wealth Management, Inc. and Old Mission Investment Company, LLC, and spent twelve years at Fifth Third Securities. Factor Investing Group provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs an evidence-based, factor-oriented investment approach using academic research, quantitative methods, and macroeconomic analysis, with portfolios primarily constructed from low-cost ETFs and mutual funds.
Kendra R
Series 65
Traverse City, MI
Factor Investing Group
Kendra Rasner is a financial advisor with Factor Investing Group in Traverse City, MI, holding a Series 65 designation and five years of industry experience. Her prior roles include positions at Melfa Wealth Management, Old Mission Investment Company, and Fifth Third Bank. Factor Investing Group provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs an evidence-based, factor-oriented investment approach utilizing quantitative methods, fundamental analysis, and macroeconomic assessment, with portfolios typically implemented via low-cost ETFs and mutual funds.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)