Michael A. Maley
Investment Advisor - Fiduciary
Rochester Hills, Michigan
248-652-4636 mmaley@vima2m.com
I left the big brokerage firms in 2001 to become an independent investment advisor - fiduciary. Since 2001 I have been fee only, no commissions. If you make money I will make more money, If you lose money I will make less money. I do very little financial planning for clients. My main goal is to outperform the market long term without the large up and down years most equity funds have.
Pershing is a wholly owned subsidiary of Bank of New York Mellon, member FINRA/SPIC. They do all trading and provide statements and other necessary paperwork for my clients and myself. All deposits are made directly to Pershing. Pershing holds more than $2 trillion for clients. Maley Advisory is an affiliate of VIMA LLC, a registered investment firm.
I have two favorite mutual funds that have a history of profitability in both Bull and Bear markets. Funds A and B are my favorite funds. Some of my clients only have these two funds. The past performance of these two funds is below.
Besides the government and religious organizations, Blackstone is the largest owner of commercial real estate in the world. I use a couple of Blackstone limited partnerships that have consistently delivered impressive returns over the years.
I also have hedge funds, that have a history of making money in both Bull and Bear markets. The SEC requires hedge fund investors to be a qualified investor. My largest hedge fund position with my clients is a hedge fund with a strategy focused on long/short equity, bonds, commodities, and currencies. The fund has a 35 year track record that only has one losing year. They lost 4% in 2008. Their annualized return over the past 35 years is over 12%.
I am always looking for investments that can make money in both Bull and Bear markets. I only recommend investments that have a history of good performance. Contact me if you want Information on my favorite investments. Information is always free and there is never any obligation.
