Watkins John B Cfa

Seizert Hershey & Company, based in Glen Arbor Twp, MI, is an investment management firm that focuses on preserving and growing their clients' capital over the long term. With a range of quantitative and fundamental strategies, they offer investment options across various market caps, including core, mid-cap, large-cap value, concentrated, small-cap value, and micro-cap. Founded in 2000, Seizert Capital Partners currently manages approximately $2.1 billion in assets as of Dec. 31, 2023. With a disciplined approach and a team of experienced professionals, Seizert Capital Partners aims to provide effective investment solutions tailored to their clients' needs. Their diverse range of strategies and extensive track record demonstrate their commitment to delivering value and generating long-term returns for their investors.Generated from the website

Isadore Private Wealth LLC is a Traverse City-based independent, fee-only investment advisory firm focused on providing personalized financial planning and investment management services. With a commitment to compounding capital over the long term, Isadore takes a value investing approach, emphasizing high-quality and undervalued stocks to achieve superior returns. Generated from the website

LeJeune Puetz Investment Counsel L.L.C. is a reputable financial advisory firm located in Traverse City, MI. Specializing in investment management, their team is dedicated to providing personalized financial solutions for their clients. With a focus on building long-term relationships, LeJeune Puetz Investment Counsel L.L.C. offers expert guidance and strategic planning to help individuals and businesses achieve their financial goals. Generated from the website