Toward a vision for the future
Norris, Perné & French is an investment firm grounded in tradition, trust, and strong relationships with our clients. Even with this legacy, we are always looking forward on your behalf.
The founding principles of Norris, Perné & French (relationship, service, fiduciary responsibility, accessibility, stability, and transparency) are extremely relevant and robust. But, we can always enhance our operations to drive new and exciting opportunities for the individuals, families, and institutions we serve. In March we began a strategic planning process to explore these opportunities and possibilities. We have been carefully examining our mission statement, goals, strategies, and processes in light of an increasingly complex financial world.
So far this process has been insightful, beneficial, and helpful in making an already strong firm even better.
We will soon tap into our most valued resource – our clients – to gain your thoughtful reflection and perspective on the services we provide. We’re looking forward to learning your insights via a client survey and integrating them into our strategic plan.
Throughout our strategic planning process, you can rest assured that our founding principles and values will remain cornerstones of Norris, Perné & French. Your portfolio manager will continue to be your primary contact, supported by a deep bench of in-house analysts and client service professionals – an approach that distinguishes us from other financial services firms.
In the months to come, we’ll share with you the results of our strategic planning process and detail the steps we’re taking to remain the best choice for securing your financial future. We assure you, the best is yet to come.