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Financial services

Integrated Fiduciary Advisory Services opened their new location offering specialized fiduciary services at 40950 Woodward Avenue, Suite 350 in Bloomfield Hills. Integrated Fiduciary Advisory Services was founded on the belief that to fulfill their fiduciary duty they must operate in an unbiased and objective manner. They work closely with clients and their key advisors on both the institutional and individual level to provide solutions for complex financial situations supporting the creation and preservation of wealth. They provide investment management consulting services entrepreneurs and families; institutions; and nonprofits. Chris Forte and Todd Wagenberg are co-founders and managing partners of Integrated Fiduciary Advisory Services. Forte is responsible for the strategic direction of the firm, as well as maintaining direct advisory and advocacy relationships with their valued clients including business owners, family offices, foundations, endowments, as well as public and private retirement plans. Wagenberg is responsible for direct advisory and advocacy relationships with our clients, including affluent families, organizations and non-profits. He specializes in risk assessment, portfolio development, and performance monitoring.

Business Matters for the Birmingham - Bloomfield area are reported by Lisa Brody. Send items for consideration to Items should be received three weeks prior to publication.


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