MMI Asset Management Services, LLC. is an independent "fee-only" fiduciary investment adviser serving clients throughout the state of Michigan. We have no affiliation with any broker-dealer and we "Do Not" sell commissionable retail investment products or use off the shelf cookie-cutter portfolios. Our office is located in historic downtown Owosso, Michigan.
We work with our clients to assist them in creating and maintaining a "LifeTime Financial Plan" for their retirement years. More specifically, together we'll develop a comprehensive financial game plan for your future as you age through the final stages of your life here on earth.
We don't sell off-the-shelf retail investment products and portfolios. As a fiduciary adviser our team creates and manages portfolios tailored to each client’s specific situation, risk tolerance, time horizon and investment goals.
Ned began his career in the insurance & financial services industry in November of 1979. In October of 1998, Ned became a Principal at MMI Financial Group, Inc., a boutique style independent insurance & financial services firm. In August of 2014 Ned severed ties with his then broker-dealer and along with Todd W. Meyer formed MMI Asset Management Services, LLC., a fee only Michigan based Investment Advisory Firm.
Todd began his insurance & financial services career in July of 1983. In October of 1989, Todd founded MMI Financial Group, Inc., a boutique style independent insurance & financial services firm. In August of 2014 Todd, along with Ned DeGalan, formed MMI Asset Management Services, LLC. a Michigan based Investment Advisory Firm.
Patty began her career in January of 1990 as a licensed insurance & financial services representative with MMI Financial Group, Inc. In August of 2014 Patty took on the additional position as Client Services coordinator with MMI Asset Management Services, LLC.
Please contact us if you cannot find an answer to your question.
A fiduciary is a person or firm who acts in the best interest for clients and is required to put the client's interests first at all times. Registered investment advisors (RIAs) are required to register with the Securities and Exchange Commission (SEC) or the state in which they do business in depending on how much in assets they manage.
120 W Exchange St, Suite 103A, Owosso, MI, USA
Monday - Friday: 9am - 5pm
Saturday: By Appointment
Investing in stock and or bond markets involves the risk of loss. Past performance is not an indication of future performance.
This communication is strictly intended for individuals residing in the state of MI. No offers may be made or accepted from any resident outside the state of Michigan due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through MMI Asset Management Services, LLC. a Registered Investment Adviser. Copyright © 2022 MMI Asset Management Services, LLC. All Rights Reserved.