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Investment Adviser Representative
671 E Big Beaver Rd, STE 107
Troy, MI 48083
Monday through Friday 9am - 4pm, or by appointment.
We believe in a “big picture” fundamental approach. By focusing on the fundamentals; earnings, interest rates, liquidity, etc., we endeavor to take the emotion out of investing. Royal Fund Management takes a longer term view of the market and believes that short term predictions are not practical. We do not actively trade or try to time the market as we deem these techniques as methods that will not add value over time. However, we do take a proactive approach and may increase or reduce portfolio risk during periods of market promise or stress.
We think a client should give foremost consideration to the percentage of investable assets that are exposed to market risk. The right “dosage” will help to alleviate emotionally based decisions that we judge are often bad choices in hindsight.
Areas of Focus
Retirement Income Planning
Fee Based Asset Management
IRA Distribution Specialist
- 1981 - 1990 Corporate Finance
- 1991 - Present- Personal Finance
- Public Speaker Financial Workshops
The content contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Past performance is not a guarantee of future results and clients should not assume that future performance will be comparable to past performance.
Our Form ADV Part 2A firm disclosure document is available for review. View Form ADV Part 2A, call or email to request a copy. This document contains detailed information about Royal Fund Management, LLC and the services provided.