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Is a private investment advisory firm with years of experience in assisting individuals, private business owners and families in achieving their investment goals. The company is associated with some of the largest and most well respected organizations in the investment industry, which allows us to bring you world class products and services.
Heath Capital Management is dedicated to helping people obtain their financial goals and objectives by providing comprehensive financial planning and investment managment. You gain our unsurpassed investment and financial planning expertise within a client-focused, “fee-only” environment.
As a “fee-only” investment advisor we do not receive any commissions. This ties our success directly to yours because our company only grows when our assets under management, your assets, grow.
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The organizational structure at HCM is designed to deliver effective communication and provide optimum management of your investment portfolio.
Once the customized investment strategy is developed, you enjoy the following advantages:
- Daily confirmation of all transactions executed in the account
- Daily access to your investment advisor
- Monthly statements provided by the custodian summarizing portfolio holdings and all transactions made during the month
- Quarterly performance reports showing your portfolio’s return for the period
- Quarterly newsletter giving economic and investment updates
- Periodic meetings to review account performance and objectives shall be held upon client’s request
To help clients become more educated and informed about investments, HCM encourages and welcomes questions of any variety, on a daily basis.
Heath Capital Management, Inc.
7 W. Square Lake Rd.
Bloomfield Hills, MI 48302
(248) 335-7211
(248) 928-0732 Fax
Scott@heathcapitalmgmt.com
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