About Us
We work for you — not for a product shelf.
Michi Trust Managers is an independent, fee-only wealth management and trust firm. We don't sell financial products, earn commissions, or push proprietary funds. Our only job is to act in your best interest.
Because we answer only to our clients, every recommendation we make starts and ends with one question: is this genuinely good for you? That independence shapes everything, from how we're owned to how we're paid.
What you can expect from us
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A team built around you
Every client works with a dedicated group — a trust officer, a wealth advisor and a service coordinator — backed by the wider firm whenever a question needs a specialist's view.
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Ownership that keeps us honest
We've stayed independently owned since our founding. No parent company or outside shareholder can push us toward a product that isn't right for you.
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Fees you can see
We're paid a transparent fee based on the value of what we manage — never commissions, rebates, or soft-dollar arrangements tied to the investments we choose.
What holds our culture together.
Our Values
These are the working habits that shape how we treat clients, coworkers and the communities we're part of — not a poster on the wall, but the standard we hold each other to.
- We shape our services around what each client actually needs, not a standard package.
- We listen first — to goals, concerns and constraints — before recommending anything.
- Client confidentiality is never negotiable.
- We accept no fee rebates or soft-dollar arrangements tied to client portfolios.
- We do what we say we'll do, and we hold ourselves to that even when no one's checking.
- Quality control runs through every step of our process, not just the final review.
- When something goes wrong, we own it, fix it, and explain what changes as a result.
- We review how we work every year, deliberately, rather than letting habits calcify.
- New ideas are welcome regardless of who they come from or how long we've done it the old way.
- We treat setbacks as information, not just outcomes to move past.
- Client needs are addressed by a team, drawing on more than one person's judgment.
- We hire for experience and character, and we invest in keeping people long-term.
- Respect and professionalism are the baseline for how we treat each other.