Plante Moran Financial Advisors

Plante Moran Financial Advisors offers deep-rooted expertise and resources for institutional investors, providing investment, fiduciary, and risk management services to align with your organization’s goals. We serve as a trusted fiduciary partner to foundations, endowments, associations, religious institutions, and other not-for-profit organizations. Our services include asset allocation development and investment policy design; manager search, selection, and oversight; and ongoing portfolio monitoring and risk management. Supported by a robust in-house investment research group, our investment consulting team develops integrated investment strategies that help protect assets, minimize risk, adhere with changing regulations and compliance requirements, and accomplish your financial goals.

2 past transactions

Planning Perspectives

Acquisition in 2019
Planning Perspectives has specialized in developing and implementing supplier surveys for the automotive OEMs and Tier 1 suppliers, and companies in 17 other service and manufacturing industries worldwide, including the airframe, aircraft engine, computer, construction tool, electronics, energy, and food industries. In 2001, PPI initiated its syndicated annual North American Automotive OEM - Supplier Working Relations Index® Study of the Big Six US and Japanese automakers and in 2010 began tracking the US-based German automakers as well. In 2011, PPI added a financial-impact study that quantified the profits associated with the OEM supplier relations.

EKS&H

Acquisition in 2018
EKS&H is a nationally recognized professional services firm providing audit, tax, technology, and business consulting services to public and private clients locally, nationally, and internationally. Our commitment to excellence has resulted in sustained growth since we began in 1978. Working collaboratively, we know the best measure of our success is the success of our clients.
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