Civic AI
Civic AI
Procurement intelligence

Registered small business

FRASER, MI · Established 2023

Capabilities

I offer expert portfolio management and investment advice, specializing in investment management and financial planning. My services include portfolio management, asset allocation, and risk management, all tailored to meet your specific goals. I provide comprehensive financial analysis and investment research across equities, bonds, ETFs, life insurance, annuities, and alternative investments, ensuring well-informed decision-making for all your financial matters.

Federal performance

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Other designations

Self-certified: WOSB

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