Grand Rapids-based Investment Management Services
Customized portfolios, for your unique life
We believe there’s more to investing than chasing the highest possible returns. While investment performance is important*, it’s just one piece of a much larger puzzle. That is why we work to ensure your investments are working as part of your financial plan to help you achieve your goals.
We design an investment strategy that is in line with your liquidity needs, risk tolerance, legacy goals, values, investment timeframe and income/growth objectives. With your goals as a guide, we develop a low-cost, diversified portfolio to meet your needs.
- Investment selection
- Asset allocation
- Tax-efficient investment strategies and tax-loss harvesting
- Ongoing monitoring
* Past performance does not guarantee future results and cannot predict how any investment or investment strategy will perform in the future.
We Are Independent, We Are a Fiduciary
We Make Money, When You Make Money
Based on each client’s unique needs and circumstances, we look to incorporate a wide range of asset classes, as appropriate, including cash, fixed income, equities and alternatives. Because we take an open architecture approach to investing, we are able to utilize multiple asset managers and a variety of vehicle types, such as individual securities, mutual funds, exchange-traded funds (ETFs) and separately managed accounts.
We also consider environmental, social and governance (ESG) strategies to help ensure your investments are in line with your values. We want you to feel good about the impact you’re making on your family and the issues that are important to you.
We monitor and adjust your portfolio on a regular basis to help ensure it continues to meet the needs of your ever-evolving life.
As an independent investment advisor, we have no parent company, joint ventures or affiliations. That means we have no sales quotas or incentives to sell certain investment products. Instead, we take an objective, open architecture approach to constructing your portfolio, with access to a wide range of investment managers and solutions.
Assets under management
Trust is the foundation of every great relationship. Our clients trust us with their wealth and we manage it as if it is our own.
How can we help?
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