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ClaimSmarter Investment Management
The Financial Planning Company is a fee-only registered investment advisor. The firm offers financial planning and investment management to individuals, families, and small businesses. We act as a fiduciary to our clients and are legally obligated to always put their interests before our own.
We are proud to use evidence-based investing principles rooted in Nobel Prize winning research. We build globally diversified investment portfolios based on mutually agreed upon risk and reward factors.
Our mission is to provide individuals, families, and 401(k) plans a low-cost opportunity to the highest quality investment service available.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
2 - 9
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Locations
Royal Oak, MI
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Year founded
Founded 2016
1 Locations
- Royal Oak , MI
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