Enriching lives since 1933. We are one of the longest standing privately owned investment management firms in Grand Rapids. We partner with individuals, families, businesses and endowments across our region, state and country to grow and preserve wealth through tailored planning, active investing and complete coordination across their financial life.
We are a private firm that is structured and committed to aligning everything we do to advance the best interests of clients - your success is our success. We are a boutique firm with scale - delivering tailored investment solutions through highly personal service backed by advanced tools and technologies.
We are a private firm that is structured and committed to aligning everything we do to advance the best interests of clients - your success is our success. We are a boutique firm with scale - delivering tailored investment solutions through highly personal service backed by advanced tools and technologies.
Services
We are one of the longest standing privately owned investment management firms in Grand Rapids. We partner with individuals, families, businesses and endowments across our region, state and country to grow and preserve wealth through tailored planning, active investing and complete coordination across their financial life.
We are also fiduciaries who are bound to act in the best interests of clients and are always available for clients - a critical advantage given today's volatile markets and unpredictable economy. Our founders had a clear vision for the way an investment firm should serve its clients. Their principles continue to guide how we are structured and how we operate for clients today.
We have worked with purpose and passion since 1933 to enhance, expand and evolve our expertise and services to advance the best interests of our clients. We focus on every detail. We create value every day through our "personal value stack" - an integrated offering that ties together tailored planning, active investing, and complete coordination to help you achieve your financial life goals.
Portfolios should be designed for your specific needs. Over the years, we've seen fads come and go, but we believe durable investment portfolios are designed from the ground up with investments that are easy to understand and have long-term competitive advantages. The mix matters. There seems to be an endless list of investment options to choose from, but we stick to direct ownership of stocks and bonds, not opaque investment products.
We know many of you are worried about taxes. Especially for those of you in or about to start retirement, taxes and inflation can quickly impact the purchasing power of your portfolio. When expected rates of return are already low, a potential change in the tax laws is just another thing that can give you.
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