Client Services

Pollock Investment Advisors, LLC is an independent, employee-owned, Securities and Exchange Commission (S.E.C.) registered investment advisor based in Ann Arbor, Michigan. Our primary service is to provide investment management and financial planning services to individuals, families, trusts, charities, estates, retirement plans, and corporations.

Investment Management

We create customized long-term investment goal, and establish asset allocation targets to help clients achieve their goals.  We take a holistic approach by managing and evaluating a full range of assets, including:

  • Personal and trust assets
  • Traditional, Roth, and SEP IRAs
  • Employee sponsored plans
  • Company stock options

Financial Planning

We help clients reach their unique goals by creating a customized financial plan. Areas of focus and review include:

  • Retirement planning and saving
  • Government benefit plans
  • Multi-generational wealth transfers
  • College savings
  • Insurance and annuity review/coordination
  • Cash flow analysis/budgeting
  • Debt management
  • Charitable giving

In addition to our investment advisory and financial planning services, we proactively engage with our clients' attorneys and tax advisors to ensure estate and tax plans are up-to-date and consistent with their long-term goals and objectives.  We evaluate a full range of topics, including:

  • Beneficiary designations
  • Required minimum distributions
  • Trust and estate documents
  • Trustee review and selection
  • Durable Power of Attorney
  • Medical Power of Attorney
  • Quarterly estimated tax payments
  • Tax loss carry forward/harvesting
  • Tax managed investments
  • Capital gains distributions and realized gain/loss