John A. Wolfe & Associates, Inc.

John A. Wolfe & Associates, Inc. is a Registered Investment Adviser located in Portage, Michigan, established in February 2007. The firm offers fee-only Asset Management Services and non-discretionary Assets under Advisement. They act as a fiduciary to clients, providing individualized services tailored to meet client needs and objectives. The firm's investment philosophy is primarily conservative, focusing on long-term success. Clients are encouraged to play an active role in the investment process, with ongoing reviews and consultations provided. The minimum account size recommended is $500,000, with exceptions made for special circumstances. John A. Wolfe & Associates, Inc. does not engage in performance-based fees or side-by-side management. The firm does not receive compensation for recommending securities and does not accept client-directed brokerage. Clients have the authority to vote proxies, and the firm maintains a strict Code of Ethics to ensure client interests are prioritized. The privacy of client information is safeguarded, and nonpublic personal information is treated as confidential. Clients can expect regular reports and statements detailing account activity and performance. John A. Wolfe & Associates, Inc. prioritizes client trust and compliance with regulatory requirements to provide transparent and ethical financial advisory services.