Plante Moran Financial Advisors

Plante & Moran Financial Advisors (PMFA) is an asset management firm based in Southfield, Michigan, founded in 1977. As a subsidiary of Plante & Moran, LLP, the firm specializes in providing investment services to a diverse range of clients, including individuals, not-for-profit organizations, foundations, endowments, and qualified pension plans. PMFA offers comprehensive fiduciary and risk management services designed to meet the specific goals of institutional investors. Its offerings include asset allocation development, investment policy design, manager search and selection, as well as ongoing portfolio monitoring. The firm is supported by a skilled in-house investment research team that crafts integrated strategies aimed at asset protection, risk minimization, and compliance with regulatory changes, ultimately assisting clients in achieving their financial objectives.