---
title: Investment Management | Exchange Capital Management
description: We keep trading costs low and prioritize tax-efficient investment opportunities. Your asset allocation is directly tied to your financial plan.
---

[![Exchange Capital Management](https://www.exchangecapital.com/hs-fs/hubfs/Logo/ECM_Hi_Res_Logo-white.png?width=1200&height=482&name=ECM_Hi_Res_Logo-white.png "Exchange Capital Management")](https://www.exchangecapital.com?hsLang=en-us)

[(734) 761-6500](tel:7347616500)

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[(734) 761-6500](tel:7347616500)

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![investment 7](https://www.exchangecapital.com/hubfs/Website%20Redesign%202020/ECM%20Office%20Photos/investment%207.jpeg "investment 7")

# Logical Investment Solutions

##### Financial markets are efficient; human nature is not. We manage your assets to help take the emotion out of investing and keep you on track to reach your goals.

## How We Invest

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### Control the known

We keep trading costs low and are always looking for tax-efficient investment opportunities. 

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### Admit the Unknown

Crystal balls don't exist and even the best investors are less than perfect. We believe it's more important to have a long-term outlook than to pick the perfect stock over the next quarterly cycle.

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### Avoid Behavioral Traps

Emotions can easily disrupt investment success. We let your financial plan drive the asset allocation, not the hopes and fears of the market. 

# $500,000

#### Minimum Account Size

# 1989

#### Founding Year

# $650M +

#### Total Assets Under Management

## Governance and Internal Controls 

Our internal Investment Committee meets quarterly to discuss portfolio construction, investment approach, and asset allocation opportunities. We use individual stocks and bonds as well as ETFs to prioritize low-cost, tax-efficient investment strategies that meet each client's unique needs. As a client of Exchange Capital Management, you have direct access to the people who make decisions about your money, should you wish to deepen your understanding of the chosen investments.

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![Investing in a Volatile Market](https://www.exchangecapital.com/hubfs/Copy%20of%20Copy%20of%20lorrie%20and%20michelle%202%20(30).png "Investing in a Volatile Market")

![Lorrie and Michelle](https://www.exchangecapital.com/hubfs/Website%20Redesign%202020/ECM%20Office%20Photos%20(Blue)/lorrie%20and%20michelle%205%20(30).png "Lorrie and Michelle")

## An Integrated Management Fee 

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### Ready to buy back your time?

Schedule a free, no obligation discovery meeting today!

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##### Market Knowledge

###### Read the Blog

Gather insight from some of the industry's top thought leaders on Exchange Capital's team. 

<https://www.exchangecapital.com/blog?hsLang=en-us>

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##### More Guidance

###### [Explore Free Resources ](https://www.exchangecapital.com/resources?hs_preview=JvUytiCL-6242156730&hsLang=en-us)

[Get access to educational eBooks, infographics, cheat sheets, and so much more!](https://www.exchangecapital.com/resources?hs_preview=JvUytiCL-6242156730&hsLang=en-us)

<https://www.exchangecapital.com/resources?hsLang=en-us>

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##### What's the Buzz

###### Check out the Newsroom 

Discover what Exchange Capital Management is saying in print and broadcast media.

<https://www.exchangecapital.com/newsroom?hsLang=en-us>

### Exchange Capital Management, Inc.

110 Miller Ave. First Floor  
Ann Arbor, MI 48104  
[(734) 761-6500](tel:%20734-761-6500)  
[info@exchangecapital.com](mailto:%20info@exchangecapital.com)

<https://www.facebook.com/exchangecapitalmgmt/> <https://www.linkedin.com/company/exchange-capital-management/> <https://twitter.com/ExchCapMgmt>

### Contact Us

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