Meadowbrook Investment Advisors LLC

Overview

Meadowbrook Investment Advisors LLC is a private investment firm based in Livonia, Michigan, specializing in portfolio management and investment advisory services for high net worth individuals and charitable organizations. The firm was founded in 1999 by George Abel, Dale Embry, and Ronald L. Doyle, and is registered with the U.S. Securities and Exchange Commission as an investment adviser. As of the latest available data, Meadowbrook manages approximately $176 million in assets across 231 holdings, with a team of three employees. The firm's investment strategy focuses on long-term growth through diversified portfolios of publicly traded equities and fixed income securities, emphasizing tailored asset allocation based on each client's objectives and risk tolerance. Meadowbrook's client base includes high net worth individuals and charitable organizations, with a significant portion of assets managed for these clients. The firm's approach is characterized by a discretionary investment management style, aiming for steady capital appreciation over time while maintaining prudent risk management. Meadowbrook's portfolio includes a mix of large-cap U.S. stocks and select other securities, reflecting its commitment to diversified and balanced investment strategies. The firm's investment philosophy centers on delivering personalized guidance and services to help clients achieve their financial goals, with a focus on individualized attention and a commitment to putting clients' interests first.