Nov 30, 2020
A little over four years ago, the Partners and entire team of Norris, Perné & French completed a strategic plan to define our vision for the future of the firm. We acknowledged our rich heritage and culture—with deep values dating back to our founders Abbott Norris, Ford Perné and Charlie French—while also recognizing that our industry is constantly changing, and clients need clear and transparent investment advice more than ever.
Our task was to continue building an investment advisory firm known and trusted for serving the best interests of clients and fulfilling their needs both now and in the future. To make it happen, our strategic plan identified multiple strategies and goals that we have pursued and achieved, including:
1) Building an industry-leading investment management team and process
2) Offering more value to clients by rolling out a formal wealth planning service
3) Continuing to build a firm culture and structure that attracts and retains top talent
The last critical piece of the plan was to refresh our brand and marketing strategy to reinforce our client-first commitment and reflect our established and evolving capabilities. We also wanted to signify our friendly and inviting culture. For years our circle of clients and friends have known and referred to us by the less formal name, NPF – which is why we decided to remove the formality and call ourselves: NPF Investment Advisors.
It is with great pleasure and excitement that we reveal our new brand to you today. This has been months in the working with great contributions from our world-class team. Our new brand is simple, friendly, inviting and easy to remember (and spell too!) – a testament to the collaborative spirit and trusted bond we have formed with clients over the years, while respecting and staying true to the firm’s heritage and founders.
But there’s one more thing…
We are also excited to reveal our new website that showcases our refreshed brand and tells the NPF story in a whole new way – breaking down the boundaries of industry jargon to show our authenticity and explain our approach of simplifying our clients’ journeys and protecting wealth through tailored planning, active investing and complete coordination across their financial lives. Please take a look:
We hope you enjoy our new website and perhaps learn even more about us than you thought you knew. It is our pleasure to serve our clients and this community to whom we owe our success. Here’s to our long history and the many years ahead!