Troy, MI 101 West Big Beaver Road Office
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Money Concepts Advisory Service
Enterprise
Firm-wide stats for Money Concepts Advisory Service
About
Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a broad client mix that includes individual investors (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, and corporations. The firm operates as an enterprise-scale adviser managing roughly $4.07 billion in client assets through a network of several hundred advisors and multiple portfolio programs.
The firm uses model-driven and asset-allocation approaches (including modern portfolio theory), offering both discretionary and non-discretionary programs that range from proprietary model portfolios to sub-advised strategies; clients begin with an intake profile and are placed in programs that may be rebalanced or overseen on an ongoing basis. MCAS also makes regular use of third-party managers and service providers for trading, model management, and reporting, and discloses reliance on platforms such as Envestnet for back-office and model support.
Noteworthy for an enterprise adviser, MCAS operates alongside Money Concepts Capital Corp. as a registered broker-dealer and insurance general agency, and many of its investment adviser representatives are also registered representatives and licensed insurance agents, with commissions and insurance sales comprising a substantial portion of firm revenues. The dual adviser/broker-dealer structure means the firm receives economic benefits from clearing and custody relationships (including revenue sharing and distribution payments) and offers specialized services such as variable annuity management and an annuity-linking program, which distinguish it from peers that operate solely as fee-only advisory firms.
Based on Money Concepts Advisory Service
Expertise
Based on Money Concepts Advisory Service
Location
101 West Big Beaver Road, Suite 810
Troy MI 48084
Advisors at this office
3
Advisors at this office
Tiffany T
Series 63, Series 66
Troy, MI
Money Concepts Capital Corp
Tiffany Taylor is a financial advisor at Money Concepts Capital Corp with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including J.W. Cole Advisors, Inc., First Allied Securities, Inc., and Oxford Forge, Inc. Money Concepts Capital Corp is an enterprise-scale firm managing approximately $4.07 billion in client assets through several hundred advisors. The firm offers investment advisory, financial planning, and consulting services to a diverse client base using model-driven and asset-allocation approaches with both discretionary and non-discretionary programs.
Terry S
Series 63, Series 65
Troy, MI
Money Concepts Capital Corp
Terry Sawchuk is a financial advisor with Money Concepts Capital Corp and holds Series 63 and Series 65 designations. He has 36 years of industry experience, including prior roles at J.W. Cole Advisors, Inc., J.W. Cole Financial, Inc., and First Allied Advisory Services, Inc. Sawchuk has been affiliated with the Michigan Senior Society since 1997. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets through a network of several hundred advisors using model-driven and asset-allocation strategies, employing both discretionary and non-discretionary programs.
Dennis P
Series 66
Troy, MI
Money Concepts Capital Corp
Dennis Pozios is a financial advisor at Money Concepts Capital Corp with four years of industry experience. He holds a Series 66 designation and has worked previously at firms including J.W. Cole Advisors, UBS Financial Services, and Jackson National Life. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm uses model-driven, asset-allocation approaches with discretionary and non-discretionary programs, and operates as both an adviser and broker-dealer offering services such as variable annuity management.
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