Pollock Investment Advisors

Pollock Investment Advisors, LLC is an independent, employee-owned, Securities and Exchange Commission (S.E.C.) registered investment advisor based in Ann Arbor, Michigan. Our firm is deeply committed to serving the best interests of our clients, providing them with the highest level of investment management and financial planning services.

Our firm believes that experience, objectivity, and trust are the cornerstones of a successful financial partnership. We pride ourselves on our ability to provide personalized, unbiased financial advice, free from the potential conflicts of interest that can arise in other financial institutions. Our team of experienced professionals is dedicated to helping clients reach their unique financial goals, leveraging their collective knowledge and expertise to deliver exceptional results.

Our Services

At Pollock Investment Advisors, we offer a comprehensive suite of investment management and financial planning services designed to help our clients achieve their financial goals. These services include:

• Investment Management: We create customized long-term investment strategies tailored to each client's unique goals, risk tolerance, and time horizon. Our investment process is rooted in academic research and built on a disciplined, evidence-based approach. We employ a broadly diversified portfolio, investing in a mix of asset classes, including stocks, bonds, and alternative investments. Our goal is to deliver consistent, long-term returns while minimizing risk and providing peace of mind for our clients.

Our investment management services include ongoing portfolio monitoring, rebalancing, and performance reporting. We work closely with our clients to ensure their investment strategies remain aligned with their evolving goals and financial circumstances.

• Financial Planning: We understand that effective financial planning is about more than just investments. That's why we offer comprehensive financial planning services designed to help our clients reach their unique goals. Our financial planning process starts with a thorough understanding of each client's financial situation, goals, and values. We then work closely with our clients to develop a customized financial plan that addresses all aspects of their financial lives, including retirement planning, estate planning, tax planning, education planning, and risk management.

Our financial planning services are designed to provide our clients with the clarity, direction, and confidence they need to make informed decisions about their financial future. We believe that by helping our clients articulate and prioritize their financial goals, we can empower them to live the lives they want, both now and in the future.

• Client Services: At Pollock Investment Advisors, we are committed to providing exceptional client service. We believe that open communication, transparency, and responsiveness are essential to building strong, lasting relationships with our clients. That's why we invest the time and resources necessary to truly understand our clients' needs, concerns, and goals. We strive to provide prompt, personalized service, answering questions, and addressing concerns in a timely and thorough manner.

Our team of experienced professionals is dedicated to helping our clients reach their financial goals. From investment management to financial planning, we offer a range of services designed to meet the unique needs of our clients. We invite you to learn more about us and how we can help you achieve your financial dreams.