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Portfolio Management

We provide Custom Portfolios to meet the Investment Objectives of each Client Relationship

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Experienced Investment Advisor in Plymouth, Michigan

JLB & Associates, Inc. is a registered investment advisor in Michigan. We have provided investment management services to our clients for over forty-two years. We construct portfolios that meet our clients’ objectives by investing in bonds, common stocks, or a combination thereof. You will find more detail regarding the client services we offer and our investment approach within our website.

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Our Mission

Our Mission is to satisfy our clients’ investment needs by implementing a proprietary quantitative security selection process that results in superior investment performance. Our commitment is to provide complete and timely communications to our clients and personal service beyond all expectations.

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