A complete list of active advisors currently associated with Fairlane Investment Advisors Inc
Warmer can help you find a great advisor at Fairlane Investment Advisors Inc or one who fits your needs even better.
The firm advises individual investors, including both high-net-worth and non‑HNW clients, through discretionary portfolio management and tailored financial planning. Its services cover model portfolio management for brokerage accounts, participant‑level management of 401(k) and 403(b) accounts, and oversight of variable annuities and plan investment options. Investment decisions are driven by model asset allocation with individualization based on client questionnaires, periodic reviews, and allowable account restrictions. The firm maintains two primary strategies: a Dynamic Tactical Asset Allocation approach that can employ leveraged mutual funds, hedging and alternative funds, and a Strategic Equity Strategy focused on dividend‑paying stocks screened using a Clean Surplus return‑on‑equity metric. Noteworthy features include managing employer retirement plan assets at the individual participant level and offering limited financial planning to asset‑management clients at no additional charge. The firm uses Fidelity’s institutional platform for custody and execution, subjects managed 401(k) accounts to a surprise CPA review, and discloses referral arrangements that may pay solicitors a substantial portion of program fees.
To learn more about the advisors currently working at Fairlane Investment Advisors Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Northville, MI
| 10
| |
Northville, MI
| 15
|
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