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