Jan 27, 2022
As we reflect on 2021 and enter our 89th year in business, we are humbled by the incredible relationships we have built and the wealth we have created and protected for clients over the years.
We are also reminded how important it is to have a tailored strategy in place to navigate today’s uncertain and ever-changing marketplace to protect and grow your hard-earned assets. That is why we work diligently on your behalf to understand the marketplace and chart new territory each day.
We do so by applying consistent, time-tested principles – a philosophy deeply woven into the fabric of NPF and delivered by the wisdom of our professionals to help you achieve your long-term goals.
As we now look to the future, we have never felt better about what’s ahead for NPF and our clients.
Our success moving forward will be driven by the strength of our people, our brand and our relentless commitment to our clients.
First, our world-class team will stay fully aligned and committed to the pursuit of excellence in everything we do for clients. While others struggle to find talent, NPF employees are committed to advancing their education and credentials to stay on top of the latest trends and techniques in investment management and wealth planning. We will continue to invest in our people and culture to create an exceptional experience driven by the highest level of professionalism.
Second, our brand will stay relentlessly focused on earning trust by helping clients achieve wealth protection and life fulfillment through tailored planning, active investing and complete coordination across their financial lives. To do so, we will continue to blend our forward-thinking investment philosophy and approach with the time-tested principles of our founders and namesakes – Norris, Perné and French.
Most importantly, we remain unwavering in our commitment to you. We have been fortunate to align with many in West Michigan and across the country, with clients in over 20 states. Being entrusted to manage our clients’ wealth often means becoming one of the family’s closest advisors – a role we embrace with the utmost seriousness as a fiduciary committed to working on your behalf to achieve your goals and protect your best interests.
We believe that there is no other firm quite like NPF. Being better means being different, and we know that might not always resonate with the masses. For those of you that have been with us for several years, you know that we seek to add value by going against the grain and not always following the herd. Ultimately, the pursuit of optimizing our clients’ financial well-being means consistently delivering high-touch, customized service. That is why NPF will continue to be a boutique investment management firm focused on you.
Our success is tied to your success – and we are deeply grateful for the opportunity to achieve this for you. We are also thankful to the many clients who continue to share our story and refer us to friends, family members and colleagues throughout the community. Your loyalty inspires us every day in every way.
In closing, while we cannot (and will not) predict what 2022 will look like, we are confident that our philosophy, principles, and planning will lead us on a steady course to navigate whatever events are ahead of us.
We wish you a wonderful year ahead and look forward to continuing our service to each of you.
Sincerely,
The Partners of NPF
Download a full version of our Year in Review using the download link above.
