WE
PARTNERS
Mark Kosanke
PEOPLE
Heather Trbovich
Jessica Howey
CONTACT US
Contact Information
HELP
SERVICES
Create income for retirement
Go for growth
Consolidate and coordinate
SPECIALTY AREAS
Equities (the market)
Real Estate
401k plan advisors
Taxes
WHAT WE DON'T DO!
Stock "Jockies"
Life Insurance
Captive Product Sellers
Accounting
CLIENTS
Individuals
Companies
Non-Profits
MANAGE
Review
Plan
Execute
Monitor & compare
INVESTMENTS
IRAs
401k and 403b rollovers
General savings
College savings
Annuities
Mutual funds
Managed accounts
Reits
Private placements
Mark Kosanke
Years in business: 25+
Founding partner, Licensed Securities Principal
Areas of Expertise:
Investment designs and performance
1031 real estate exchanges
Taxes
Due diligence review on investment programs
Diploma:
De La Salle Collegiate
University of Detroit
Related affiliations and service:
Former President, ADISA – Alternative Direct Investment Securities Association; Current Board Member
CPA - Certified Public Accountant
Michigan Association of Certified Public Accountants / American Institute of Certified Public Accountants
Some interesting things about me:
Grew up in Detroit with 5 brothers
I have seven children, (yes 7!!) 4 boys and 3 girls
Spend my summers on Harsens Island fishing and boating
My golf game needs improvement