Sound of the Economy

Steve WertOur culture of philanthropy

The last few issues of Sound of the Economy have highlighted the way our strategic planning process is driving new and exciting opportunities for our clients. It’s important to note that this process is also validating many of our longstanding business principles—including our commitment to the local community.

Rigorous, inclusive and effective

The Investment Process

The majority of our competitors “outsource” the investment management function—meaning, they direct client dollars to outside managers, mutual funds and passive investment vehicles over which the firms have limited responsibility or control. We do things differently at Norris, Perné & French.

We take a completely active investment approach, identifying individual stocks and bonds for inclusion in client portfolios and building customized portfolios to meet our clients’ goals and priorities. We have developed a rigorous research and review process to support this, one that leverages our deep and diverse bench of expertise.

Joining the staff to serve you better

Elizabeth Poole

Heather Elve

Connor Sheehy

Jenna White

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.

Step One

Step Two

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