Sound of the Economy

People Behind the Process
We’ve spent a lot of time talking about process lately, both in this newsletter and in the strategic planning discussions we’ve had amongst ourselves and with clients.

But I want to assure you that it’s the people implementing our processes that truly set Norris, Perné & French apart. And I’d like to take this opportunity to update you on some recent changes to our team.

How we pick investments

stock market evaluation

We’re interrupting our regularly scheduled series of individual stock profiles for a look at the stock market in aggregate, and the way this broader perspective drives our stock selections.

john darling retire
John Darling has announced that he will no longer be serving the firm as a Partner and Portfolio Manager effective December 31, 2016.

He has also announced that he will be back to work on January 2, 2017.

NPF funds a new scholarship

investment in the future

Our eyes are firmly fixed on the future at Norris, Perné & French—whether it’s helping our clients plan for comfortable retirements, helping local charities perpetuate their missions, or taking steps to ensure the long-term growth and viability of our firm.

Mission (statement) accomplished

As outlined in our last issue, Norris, Perné & French is in the midst of a strategic planning process exploring new opportunities for the firm and its clients. I want to update you on two significant developments.

Step One

Step Two

Partnering with our clients to grow and preserve their wealth through clear, sound, and trusted investment counsel.