
Gary W Jbara, CIMA®, CRPS®
Since 1985 through all market conditions, Managing Directors Gary W. Jbara and Mark J. Rogers have maintained their commitment to provide sound advice to help our clients achieve their financial goals. Long-term relationships with family offices, institutional investors, high-net-worth private clients, and corporate retirement plan sponsors give us knowledge earned from advising clients with a diverse range of investment needs.
Our team of eleven experienced financial services professionals delivers exceptional client services to investors throughout the United States from offices in Farmington Hills, Michigan. We deliver the resources of a large institution with the personal engagement of a family business.
Whether you are planning for the benefit of a college endowment; community or private foundation; small business; or for the future of your family, we help you create a comprehensive financial strategy based on your unique investment goals and spending policy. Please contact us to determine if we can help you make well-informed, confident financial decisions