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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 investment philosophy of HCM is to achieve consistent above average returns over a full market cycle by allocating funds between major asset classes of stocks, bonds and cash. Making prudent allocation decisions is essential to the growth of your portfolio value as well as achievement of long-term investment success.
A close working relationship with clients is important to understand their expectations, financial experiences and risk tolerance. Once these are understood, an investment plan is developed to meet the goals of each client.
The investment program is tailored to each client’s investment objectives, with individually selected issues. Asset allocation, equity style selection, and security selection are customized effectively to accomplish the desired result.
Active portfolio management based on innovative and thoughtful research together with creative decision-making criteria can enhance investment returns.
Primary goals:
- To achieve clients’ objectives for building investment values, on a consistent basis, while working within predetermined investment guidelines and risk parameters
- To preserve principal values and purchasing power from erosion, due to inflationary forces
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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