John A. Wolfe & Associates, INC.

John A. Wolfe & Associates is a registered investment advisor located in Portage, Michigan, that provides asset management and administrative portfolio reporting services. Operating as an independent, fee-only firm, John A. Wolfe & Associates acts legally required to act in your best interest and is compensated solely through advisory fees charged as a percentage of your portfolio. The firm focuses primarily on conservative, long-term investment strategies utilizing fundamental analysis and diversification across stocks, mutual funds, exchange-traded funds, and bonds. John A. Wolfe & Associates tailors its investment management services to meet each client's specific needs, risk tolerance, and time horizon, utilizing third-party custodians such as Charles Schwab & Co. to hold client assets. In addition to managing portfolios, John A. Wolfe & Associates assists with administrative reporting for non-managed assets. The firm serves individuals, pension and profit-sharing plans, trusts, estates, endowments, charitable organizations, and corporations.