The Micera-Kay Investment Group

Value statement

The Micera-Kay Investment Group works with individuals and families, businesses, investment advisors, and small institutions to help them achieve their financial goals by creating and implementing a custom wealth management plan. Their goal is to develop long-term relationships based on integrity, trust, and respect. This is achieved by delivering a high level of professionalism and personal service that their clients deserve.

With over $1 billion of client assets under management, The Micera-Kay Investment Group has devoted itself to addressing the individual needs and objectives of each client. The complimentary skills of each member of the team forms a diverse foundation for providing client-focused solutions. The Micera-Kay Investment Group is uniquely prepared to assume the primary role of your trusted and dedicated investment professional.

<p>The 2023 Forbes “Best-In-State Wealth Advisors” award was announced April 2023. Data as of 6/30/2022. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: <a href="https://www.SHOOKresearch.com" target="_blank">www.SHOOKresearch.com</a>.</p>

<p>The 2024 Forbes "Best-In-State Wealth Advisors" award was announced April 2024. Data as of 6/30/2023. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor based on qualitative criteria such as: best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.</p>

Bulletin Board

June 1, 2023

Global insight weekly
January 9, 2024

Municipal market insight
April 18, 2023

Daily market view
September 30, 2024

Market week
October 2, 2024

Wealth Monitor Newsletter

Let us help you grow more than wealth

Value statement

Proud to be a national award-winning advisor

Global Insight Monthly

The price of Fed rate cut success is steep, but not too steep

Let's take the next step together

Meet our team

Latest Insights

Debunking debt disaster

Bulletin Board