Lamberson Knight Wealth Management, LLC

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Lamberson Knight Wealth Management, LLC is an Ann Arbor based independent registered investment advisory firm assisting institutional and private clients in their search for financial solutions. Our commitment and goal is to deliver honest, holistic and innovative strategies that help our clients build, preserve and manage their wealth. Whether it’s an individually tailored managed mutual fund or ETF portfolio, a financial plan, annuities or legacy planning, experience shows us that ever individual, business or family’s needs are unique. By truly getting to know our clients and what is important to them including their objectives, needs, concerns and current financial challenges, we are provided with the framework and bases for achieving their ultimate financial goals now and in the future.

It is not just our initial review, consultation, investment selection or portfolio on which we focus.  We continuously monitor, review and formulate potential new strategies with our clients to insure their current investments are in tune with an ever changing marketplace and aligned with lifetime needs or goals that may have changed over time. It is this consistent and timely interaction we build with our clients that sets us apart from other firms.

“Our Client’s objectives, interests, needs and concerns always come first”

One of the most significant aspects of Lamberson Knight is our mutual fund and ETF managed portfolios. Our research and selection process combines the benefits of diversified asset allocation with a personal investment strategy individually tailored to meet your needs based on extensive in-depth review of your objectives, time horizon, risk tolerance, other assets and any other information required to design a portfolio which is intended to assist in meeting your goals and expectations.   We can structure different portfolio models ranging from conservative to aggressive or growth vs value.  We employ style diversification along with asset class and sector diversification which may reduce volatility and enhance returns.  As is the case with all our investments, we continuously monitor our selected funds, ratings, management and many other factors that may affect their performance.

Many clients have a very low tolerance for risk, whether it’s in their lives or investment portfolio.  We have many solutions in both categories to address those concerns.  It is part of our holistic approach t0 achieve our client’s overall financial wellbeing.

wealth mgmtIf you are interested in a complementary portfolios analysis, to learn more about our mutual fund and ETF research and selection process or would just like to discuss your financial challenges, please contact John Knight. jknight@knightwealthmgt.com   John has over thirty years of experience in securities trading, portfolio management and product development.  Prior to forming Lamberson Knight Wealth Management John was President and CEO of Lamberson Knight Securities, a financial advisor and portfolio manager with Morgan Stanley and headed up the short term fixed income department at Shearson/American Express.  He was born and raised in Michigan, has three children and lives in Ann Arbor.

Lamberson Knight Wealth Management, LLC

542 Waymarket, Ann Arbor, MI 48103

Office: 734-531-9533  Cell: 269-270-8302

                                                                         

University Bank

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University Bank is a locally owned and managed Community Bank.  We focus on providing the highest level of service.  Underwriting decisions on residential and commercial loans can usually be made in 24 hours, a unique capability not available at any other area bank.  Some of our Community Banking specialties include loans secured by accounts receivable, SBA and commercial real estate lending for businesses and property investors, lending services for non-profits and the widest variety of residential real estate lending options of any local bank.

Together with its subsidiaries, as of 12/31/2015 University Bank was managing over $18 billion in financial assets for over 112,000 customers and our 336 employees make us the 9th largest bank based in Michigan.

 

University Bank offers products that are among some of the “best in class” among banks that serve our area.  Quality services delivered by experienced and talented bankers results in happy customers.  Even our peers give us credit where it is due: the bank has been recognized as “Community Bankers of the Year” by both American Banker magazine and the American Bankers Association.  Our mortgage servicing division also has the exclusive nationwide endorsement of the American Bankers Association, through its Corporation for American Banking subsidiary.   Having a bank on your side as you go through life is important.  If you are ready to begin a lifelong relationship with a bank that you can make “your bank”, please contact me today at ranzini@university-bank.com or 734-741-5858 xt 9226 to learn how we can help you.

 

Sincerely,

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Stephen Lange Ranzini, President & CEO

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University Bank: 2015 Washtenaw Avenue, Ann Arbor MI

Phone: (734) 741-5858

Web: www.university-bank.com

Like Us on Facebook! www.facebook.com/UniversityBank

KeyBank – Tim Anderson

Tim PicTimothy J. Anderson is a Senior Vice President of KeyBank National Association and oversees the Key Private Bank teams in the Michigan and Northwest Ohio Markets.  The Private Bank team consists of Relationship Managers, Trust Officers, Portfolio Managers and support staff.   It is the largest Private Bank team at Key, outside of Cleveland, and this team of professionals collectively manage $3.2 billion in assets.

 

Under Tim’s leadership, his sales team provides comprehensive, investment, trust, banking, and planning solutions for generations of high net worth individuals and their families.  Through a team based approach, the sales team implements a disciplined planning approach which simplifies the complex needs of clients to help them grow, preserve, and transfer wealth.  One of Tim’s major accomplishments, in his short tenure at KeyBank, is that his private bank team is now able to offer advisory services  to the employees at the University of Michigan through the Fidelity Platform.  His specialized team is able to assist U of M employees in navigating them through their retirement plans and offering the full breadth and depth of our wealth management services.

Tim has more than 25 years of financial services experience including serving as Vice President and Team Director at PNC, a Wealth Strategist at Bank of America; Director of Financial Planning at American Express Financial Advisors and Financial Planning Specialist at J. J. B. Hilliard, W.L. Lyons.

Tim holds a Bachelor of Arts in Political Science from Oakland University, and is a Certified Financial Planner.  He is active in the community serving on the board of Coalition On Temporary Shelter (COTS) and Child Safe Michigan.

Tim resides in Huntington Woods, Michigan with his wife Elizabeth and two daughters.

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