GEM ASSET Management, LLC is an independent, fee-only Registered Investment Advisor (RIA) providing financial planning and investment management services. Our fee-only structure means we do not sell any products and do not earn commissions from third-parties. As an RIA, we abide by fiduciary standards and always put our clients’ interests first.
GEM Asset Management was founded in 2001 by Steve Alexandrowski in Plymouth, Michigan. Steve’s grandfather, George Edward Miesel, was an inspiring person and businessman. As a tribute to his spirit and influence on Steve, Ed’s initials G-E-M became the company name.
Our clients’ financial circumstances are as distinctive and individual as they are. Many factors have appropriately led clients to us:
Experiencing or anticipating a life event that impacts their finances (retirement, divorce, inheritance, new job, birth, marriage)
Lacking time, resources, or an inclination to optimally manage their investments
Seeking to diversify concentrated wealth through a privately-owned business sale or transition, or stock option exercise
Our clients come to us with investment portfolios corresponding to their life stages and questions about how those assets can enable them to meet their goals. Those goals typically include funding education or achieving their desired retirement lifestyle. Some also wondered how their plans could provide for the possibility of supporting aging parents or extended costs for their own care. Others worried about missing opportunities to grow or protect their wealth that could make a difference in meeting their financial objectives.
Regardless of portfolio size or life stage, we address clients’ concerns and craft plans to help meet their goals. Through all types of market cycles, we help our clients maintain a disciplined focus on a well-researched investment strategy.