Discover how a registered investment advisor can make a real difference.

The way to investment success frequently has many complex options. Who is helping you find a clear path?

How about a reliable guide, an independent, boutique firm of wealth managers whose only loyalty is to you?

To arrive at real peace of mind, at Exchange Capital Management the path begins with a simple conversation.

See how Exchange Capital Management can help you.

Executives/Entrepreneurs

For 25 years, we have dependably counseled business owners and entrepreneurs on their personal and corproate financial matters.

Educators

Our roots in the academic community run deep. After all, we live in a corridor anchored by four major research universities that all enjoy global reputations for excellence.

Emerging Affluent

For young adults at a point of rapid asset accumulation, taking the right first steps to establish sound savings habits is essential.

Are you on track to meet your financial goals?

Take this brief assessment and find out now.

At Exchange Capital, our most important investment is in you.

At Exchange Capital Management, we approach every engagement with humility and a deep sense of responsibility. We are asked to untagle complex financial knots involving spending habits and compensation; job change and conflict; struggles with parents and issues with children; taxation issues; and retirement options. We'll ask you difficult questions. We'll hold your answers close. And we'll build an authentic relationship based upon mutual trust and respect.

" Our goals can only be reached through a vehicle of a plan in which we must fervently believe, and upon which we must vigorously act. There is no other route to success. "

Pablo Picasso

We Strive to Provide the Best Service

Financial Planning

At Exchange Capital Management, we appreciate a diversity of special client needs and recognize that life is rarely a predictable journey. We work with you to tackle the wide array of life's unique financial situations and integrate them into a personalized financial plan.

Retirement Income

Perhaps you're approaching retirement and want to ensure you're as prepared as possible. Or perhaps you're already retired and looking to preserve your current retirement and lifestyle. Whatever the circumstance, we've got you covered.

Investment Counsel

Our job is to manage investment risk and earn sustainable returns on your capital. By understanding your goals and objectives and overlaying our proven approach to investing, we enhance your financial security and generate lifelong, meaningful resuts.

Approximately 80% of investors carry more risk in their portfolio than they realize. Take this short quiz to find out if you're one of them.

303 Detroit St., Ste. 203

Ann Arbor, MI, 48104

1-734-761-6500

ecm@exchangecapital.com

No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.