Our Partner Companies
Caitlin John Private Wealth Management
Caitlin John, LLC is a Private Wealth Management Firm based in Brighton, Michigan. As a Registered Investment Advisory firm we work with both individual and institutional investors. Our asset management style focuses on educating our clients on common misconceptions in key areas of investing: true asset class diversification, benchmark correlation, standard deviation and how important risk-adjusted returns are in today’s market environment. As a fee-based assets management firm, educating our clients invokes commitment on their part and accountability on behalf of our Advisors and the firm as a whole.
Elite Advisors Edge
We opened the doors in 2003 and we established ourselves on our ability to evolve & adapt to the changing financial markets & industry – ahead of time. We are constantly striving to be on the cutting edge of all things involved in the Insurance & Investment world. We often blaze trails alongside our Advisors to refine new and uncharted edges. Long term, mutually beneficial relationships with our Agents & Advisors allows us to treat your clients as if they are our own. Our goal is to providing both you, the Advisor and your clients, with nothing short of top of the line resources and 100% effort.
A Smarter Way To Invest
A Smarter Way to Invest is an Investment Management firm working with both individual clients and Financial Advisors. We provide investment strategies that are managed internally by our team of portfolio managers and investment analysts as well as strategies offered by outside firms with varying areas of expertise that differ from our own.
Our process is designed to not only create your customized State or SEC level RIA Firm, but also to make sure all the requirements are being properly met for your firm’s registration. This allows you to focus on what’s most important to you; getting your firm ready for business.
Let SimplyRIA relieve you and your Firm of the intricacies of making sure your RIA and IARs are ALWAYS in compliance. SimplyRIA offers (2) Tier Levels of ongoing compliance services. Additionally, we offer a number of a la carte services we make available to pick and choose individual services they may need.