MeadowBrook Investment Advisors LLC

MeadowBrook Investment Advisors is an SEC‑registered, employee‑owned investment adviser that provides discretionary portfolio management to individuals, trusts, foundations and charitable organizations. The firm manages separately tailored accounts across balanced, core equity, small/mid‑cap equity and fixed‑income strategies for a compact client base (64 relationships) with approximately $185 million in assets under management.

The firm follows a research‑driven approach that emphasizes fundamental analysis, valuation, diversification and portfolio risk control, and it customizes asset‑mix and security selection to each client’s risk profile and tax situation. Strategies are implemented through individual securities, select mutual funds and ETFs, with trading and custody typically executed through an institutional custodian on a discretionary basis.

Noteworthy aspects include its small, employee‑owned structure staffed by senior professionals and a formal policy that encourages members to invest alongside clients while maintaining personal‑trading oversight and block allocation procedures. The firm’s brochure also discloses a 2017 regulatory matter involving State of Michigan notice‑filing and adviser‑representative registration deficiencies that resulted in cease‑and‑desist orders and civil fines, which the firm reports were paid and followed by corrective actions and updated procedures.