Voisard Asset Management Group

Voisard Asset Management Group, operating since 2002, is a registered investment adviser based in Michigan. The firm specializes in personalized investment management, financial planning, and consultation services. They offer individual portfolio management services, providing continuous investment advice tailored to each client's needs. Clients' portfolios are managed on a discretionary or non-discretionary basis, with account supervision guided by the client's objectives, risk tolerance, and liquidity needs. Voisard Asset Management Group offers advisory services to retirement plans and participants, assisting plan sponsors in meeting their obligations under ERISA regulations. The firm also provides financial planning services, evaluating clients' financial state to predict future cash flows, asset values, and withdrawal plans. Clients can receive investment and financial advice on various topics, including estate planning and retirement planning. The firm charges an annual fee for portfolio management services based on a percentage of assets under management, with a minimum initial investment requirement of $250,000. Voisard Asset Management Group acts as a fiduciary, putting clients' interests first and maintaining high ethical standards. Clients' assets are held at a qualified custodian, and the firm does not have physical custody of client funds. The firm has established policies and procedures to ensure the privacy and security of clients' personal information. Voisard Asset Management Group does not have any reportable disciplinary information and has not been subject to a bankruptcy petition in the past ten years. Clients have the option to delegate investment discretion to the firm, allowing them to place trades in their accounts without prior approval. The firm also provides information on retirement plan rollover considerations, investment strategies, and client protections. Voisard Asset Management Group emphasizes transparency, client education, and personalized financial services to help clients achieve their long-term financial goals.