General Info

Exchange Capital Management is a boutique wealth management firm located in Ann Arbor's historic Kerrytown district. Founded in 1989, we specialize in tailoring customized client portfolios using individual stock and bond positions. We believe investment success is grounded in a thorough understanding of specific goals and the consistent application of a proven investment discipline. We firmly adhere to a quantitative versus a qualitative approach to asset allocation and investing, where decisions are informed by research not intuition.