PDM Investment Services is an Independent Registered Investment Advisor based in Troy, MI, specializing in retirement income planning and investment portfolio management. With a focus on client interests, they offer personalized financial advice, administrative services, and comprehensive financial planning to help individuals achieve their retirement goals and maintain income in retirement.
Driven by a commitment to transparency and client success, PDM Investment Services avoids commission products and high-fee investments, instead opting for diversified mutual fund sector portfolios and strategic asset allocation. Led by President Philip Michalek, their team provides expert guidance, behavioral coaching, and portfolio performance analysis to ensure clients maximize the size of their investment portfolios and enjoy a secure retirement.
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