Buetow & Spitzley Wealth Management

Guiding you toward realizing a financially independent future

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Advanced Portfolio Management

Advanced Portfolio Management

We manage and monitor our clients’ portfolios on a daily basis. Our portfolios are comprised of common stocks, exchange traded funds, C.D.’s bonds, mutual funds and precious metals. We also utilize option trading strategies for select clients. Block trading allows us to purchase or sell securities across multiple accounts in brief period of time. Compliant performance report meetings are conducted semi-annually/annually.
Additionally, assets are adjusted to anticipate market changes and when your needs change. We offer this service as a percentage of assets we manage for you.

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Investing involves risk of loss. Depending on the type of investments, there may be varying degrees of risk. All investors should be prepared to bear investment loss, including total loss of principal.

FINRA - Financial Industry Regulatory Authority

SIPC - Securities Investor Protection Corporation
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to the individuals residing in states where we are currently registered. Investment Advisory Services offered through IAR's of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA / SIPC to residents of: to residents of:
AZ, CA, FL, GA, IA, IL, IN, KY, MD, MI, MN, MO, NC, NJ, NY, OH, VA, TX. Cambridge and Buetow & Spitzley Wealth Management are separate companies and are not affiliated.

 

Buetow & Spitzley Wealth Management

11th St. Commons
2632 S. 11th St.
Kalamazoo, MI 49009
(269) 492-9701
(866) 574-8279

  • Our Philosophy
  • Our Services
  • Our Firm
  • Links
  • Market Thoughts
  • Newsletters
  • Contact
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