Overview

 

Home
Overview
Biographies
Portfolio Management
Equity Investments
Fixed Income

ABOUT THE FIRM

 

MeadowBrook is a Livonia, Michigan based Registered Investment Advisory firm.  The firm is regulated by the Securities and Exchange Commission.

 §§

MeadowBrook is a partnership that was formed by a group of highly qualified individuals with combined investment experience in excess of 100 years.

§§

The members have expertise in a variety of investment disciplines, yet each has a history of accomplishment and excellence in customer service.  

§§

MeadowBrook charges clients an asset based fee which links the client’s success with the firm’s success.  This structure avoids any hidden fees.

§§

The firm is employee owned, creating a true commitment to the firm’s and the client’s success and assures continuity of service and performance.

§§

Employees' personal investment assets are managed along side our customers, further aligning the client's and the firm's interest.

************************************

ABOUT THE SERVICES

 

Our professionals’ breadth of experience allows us to provide:

Portfolio construction, assets mix management and style diversification.

§§

Portfolio management of individual securities in larger company, high quality equities.

§§

Experienced management of portfolios in securities of small and mid sized companies.

§§

Proven management of high quality municipal bond portfolios.

§§

Expertise useful in identifying complimentary external investment styles.

(International Equities, High Yield Bonds, etc.)  

 

************************************

ABOUT THE CLIENTS

 

MeadowBrook focuses on high net worth individuals with a need for a greater level of service and customized portfolio management...

§§

and selected Institutional clients that have specific needs that match with MeadowBrook's strong core competencies.