Pattern Recognition Management, Inc.
Investment & Wealth Management for
Executives, Professionals and Retirees
Our Focus. Pattern Recognition Management, Inc. (PRM) allows investors
to receive all of their investment and financial advice in one place. Our focus
is to provide investment advice for retirement and other family assets, to provide
access to high quality investment approaches, and to provide sound financial
planning advice for wealth management.
Who We Are. PRM was founded in 1990 by K. Larry Hastie.
Larry has strong credentials and more than 20 years of experience providing
financial advice to individuals, corporations and pension funds. K. Larry Hastie
has served as Executive Vice President of Michigan National Bank with overall
responsibility for the bank's trust department, discount brokerage, and investment
advisory activities. Larry, along with a team of five others, provide very personalized
advice and service for our clients.
We welcome you to our web site and hope that it encourages you to call 734-996-5912
for a complimentary initial interview and a free comprehensive review of your
current portfolio.
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Our Active Portfolio Management
seeks to reduce clients' equity percentage during seasonally weak periods
and increase the equity percentage during strong seasonal periods.
Our Stocks, Bonds and Mutual Fund Advice
helps clients with their retirement and private family accounts.
Our 401k, 403b, TIAA-CREF and Fidelity
Advice recommends which funds to select, which to avoid, and
how much to invest in each fund.
Our Retirement Planning allows
you to see if you can retire when you want. If not, what can you do
about it?
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Our Retirement
Decision-Making and Implementation Advice
helps you make the right decisions and avoid costly mistakes.
Our Estate Planning Advice
suggests what you should be doing to benefit your heirs and reduce your
taxes.
We Coordinate Investing in Retirement
and Private Accounts and provide consolidated reporting.
We help with Personal Financial Decisions
regarding long-term care insurance, college funding, auto buy vs. lease,
mortgage refinancing, etc.
We serve as Quarterback of Your
Family Affairs when you are alive and after you pass away.
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While some of our clients want us just to be involved in their investments,
most are interested in a broader relationship with a goal of achieving financial
independence and leaving wealth to their heirs. The achievement of either of
these goals is rooted in working with a knowledgeable financial advisor. The
issues are too complex and time consuming for the family to do it by themselves.
In the most recent past, the typical family might have to use four or five
advisors – a bank for financial advice, an insurance agent for insurance, a
retirement consultant on retirement, a stockbroker for investments, and a financial
planner for estate planning, college funds, mortgage decisions or long-term
care insurance. Some families have tried to narrow it down to just a few advisors,
but, as you will soon read, your choice can be narrowed to just one financial
advisor – Pattern Recognition Management. It's called one-stop financial advising
provided by a comprehensive family financial counselor.
If you are too busy with your career or things that you enjoy and you are not
spending appropriate time watching over your investments and other financial
affairs, then you need to find an advisor that you can trust. Then, let him
or her help you make sure you are doing the right things today and in the future
to enjoy your retirement years. You owe it to your family, don't you?
Information for Specific Investors:
Securities offered through
Mutual Service Corporation, Member NASD/SIPC
This is not an offer to sell securities, which may be done
only after proper delivery of a prospectus and client suitability is reviewed
and determined. Information relating to securities is intended for use by individuals
residing in: CA, DC, FL, IA, IL, MD, MI, OR, WI, WY. Investment advisory services
are offered through Pattern Recognition Management, Inc., a registered investment
advisor. Investment advisory services are currently offered through this web
site to residents of MI and may be available to residents in other states. Please
contact us to inquire.
© Copyright 2001, Pattern Recognition Management, Inc.
734-996-5912 | 800-285-3462