π˜₯𝘰 𝘺𝘰𝘢 𝘯𝘦𝘦π˜₯ 𝘀𝘰𝘢𝘯𝘀π˜ͺ𝘭?

Written By Corey D. Boller, CFA

Tempus Wealth Partners’ tailored investment council is provided based on individual circumstances. The Firm will collaborate on a one-on-one basis through interviews and questionnaires to determine proper asset planning and liability disposal.

The Firm will not enter into an investment adviser relationship with a prospective client whose investment objectives may be considered incompatible with the Firm’s philosophy. Council will be tailored to address the complexity of individual, institutional, and family office clients.

Council will include the preparation of a written financial engineering solution, addressing one or more areas relevant to the circumstances. The plan includes asset allocation, investment strategy, cash flow and liquidity guidance, balance sheet and family net worth management. Relevant estate and wealth transfer planning, trust and entity coordination is incorporated. If philanthropic and charitable goals align with the individual or organizational mission, review and oversight will be completed.

Tempus Wealth Partners’ role is to find ways to help you understand the overall financial situation and help you marry success with real-life goals.

Council is provided to the Firm’s asset management clients at no additional charge.

Corey D. Boller, CFA

With over a decade of leadership in wealth advice and family office structuring, Corey is thrilled to unveil Tempus Wealth Partners, LLC. His vision is to be structured as an independent firm, free from traditional incentive structures that conflict with your needs.

Can you imagine? A practice structured specifically for you.

His passion resides in the competitive field of delivering fiercely personalized guidance to individuals and families who are ready to elevate their financial future.

He most recently served as an Investment Oracle with the C&N wealth advisory group, previously directing portfolio management initiatives within the Bank of Ann Arbor’s Trust & Investment Management Group. Prior to, Corey led a team of four investment specialists, who were responsible for designing and implementing investment strategies for an institutional-scale investment advisor.

Corey serves as an Investor and Advisory Board Member of AntiFragile Music, a company established to help up and coming musicians find their fans and carve their space within the music industry. He served as an Advisory Board Member of the Institutional Investor Registered Investment Advisor Institute, where he contributed his insights and expertise to shape the industry’s future. Corey also contributes his time to several non-profit organizations, such as the Human Rights Campaign and the American Foundation for Suicide Prevention.

Proudly hailing from Michigan, he is a graduate of Eastern Michigan University with a Bachelor of Business Administration in Accounting. He holds the Chartered Financial Analyst® designation, the highest distinction in the investment management industry.

https://tempuswealthpartners.org
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