Building Wealth by Building Trust
Portfolio Managers
We are a team of highly experienced and skilled investment, planning and service professionals
who have earned credentials such as Chartered Financial Analyst (CFA®), Certified Private Wealth Advisor (CPWA®) and Certified Financial Planner (CFP®). 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.
Guiding Principles
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.
Personal
We listen, ask questions, and take the time to know who you really are and what you really want, enabling us to provide the most effective service at all times.
Ethical
We are fiduciaries who are held to the highest ethical standard in our industry, requiring us to provide counsel that is in your best interests, not ours.
Independent
We are a private firm that conducts our own in-house research and tailors our advice and solutions to the specific needs of clients, rather than generic products to mass investors.
Qualified
We are a team of highly experienced and credentialed professionals.
Transparent
We are clear, open, and above-board about every aspect of our service, from the reasons we’re recommending an investment to the fees we charge.
Philanthropic
We believe we have a responsibility to give back to the West Michigan community that has been integral to the success of our firm and so many of our clients. Learn more >