Invest with Confidence

Helping you plan a bright future!

About Us

Planning Futures

Huron Investment Management is a Registered Investment Advisory firm specializing in wealth management and financial planning. Our clients include individuals, families and small businesses. Huron Investments is proud to offer all the benefits of working with a boutique firm rather than a nationwide chain. We work one-on-one with each client, tailoring our portfolio of services to your unique needs.

Huron Investments maintains a fiduciary duty with every client. We do not accepts commissions from investment products and invest our clients in the portfolios we are personally invested in. When you work with us, you should expect a collaboration with transparency and consistency. Want to learn more? Contact us today for an initial consultation.

A Proven Approach

Why Us?

Huron Investment Management provides individuals and families a holistic approach to investment management and Retirement Planning. We work with you one-on-one to analyze your monthly budget, establish short- and long-term financial goals, and develop a plan to secure your retirement, pay down debt, or save for major purchases. We do all the work to manage your retirement accounts and are always available to help you make smart financial choices.

Services

Investment Process

Defining our relationship: As your investment advisor, we will clearly explain the services that will be provided to you, and define both our and your responsibilities. We will explain fully how we will be paid and by whom. We will decide together how decisions about your accounts will be made.
Data Gathering: We will ask you for information about your financial situation, and gather all the necessary documents. Together, we will mutually define your personal and financial goals, understand your time frame for results, and your level of risk tolerance.
Analyzing Financial Status: We will analyze your information to assess your current situation and determine what must be done to meet your goals. This may include evaluating your assets, liabilities, cash flow, insurance coverage, investments, or tax strategies.
Recommendations: We will offer recommendations that address your goals and will help you understand these recommendations so that you can make informed decisions. We will also listen to your concerns and revise as appropriate.
Implementation: Together, we will agree on how the recommendations will be carried out. We may carry them out ourselves, serve as your financial “coach,” or help you coordinate with other professions such as attorneys, accountants or insurance brokers.