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Investment Management

Ultimately, investment success is about you fully funding all of your financial goals. Achieving that investment success generally requires defining and quantifying your goals, committing to invest as much and as often as you can, having reasonable long-term growth expectations, and building an investment portfolio that fits your unique profile and situation.

Our philosophy …

Simply put, capitalism works. It can be relied upon to generate meaningful investment growth for patient equity (stock market) investors. However, one size does not fit all. The extent to which your portfolio is allocated to equity-type investments must be in line with your personal risk profile and/or intermediate-term portfolio withdrawal needs. Occasionally, investment prudence dictates that your portfolio risk-level be reduced – during periods when equity valuations are stretched and/or when the global financial environment is abnormally uncertain.

That’s where we come in…

As your investment advisors, we will strive to maximize your portfolio’s long-term growth, while staying within the boundaries of your unique investor risk profile. We will work to prudently manage your short and intermediate-term liquidity needs, as well as to mitigate your portfolio’s downside risk during times that are characterized by extreme levels of market over-valuation and/or global financial uncertainty.

Customized action plan…

We will work with you to develop a clear understanding of your investment risk profile, near-term cash needs and long-term growth requirements. We make use of no-load mutual funds and exchange traded funds (ETF's) to build and manage a portfolio, on a discretionary basis, that effectively matches your unique profile and needs. During this part of the process, we directly utilize the vast resources and seasoned recommendations of a certain $9 billion investment management firm (located in California) in making the asset allocation and mutual fund manager decisions.

Our policy…

Regular and open communication with you is an essential component of our investment management engagement. You will be provided with monthly account statements, Quarterly Market Commentaries and regular meetings with a Cunningham & Associates advisor, either in person or via on-line collaboration.

How to get started…

Please contact Pat Cunningham of Cunningham & Associates to set up a complimentary meeting to discuss your investment advisory needs and our personal financial planning and investment advisory service offerings… 248-952-1502 (ext. 223) or This email address is being protected from spambots. You need JavaScript enabled to view it. .

Contact Details

 
Contact our personnel via e-mail:

Jack Cunningham

Patrick Cunningham

Mary Lehman

Melissa Nachazel

Anne Butterbaugh

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