Our 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.

Serving the community through philanthropy has been part of our corporate DNA since the earliest days of the firm. Successive iterations of our strategic plan have outlined both the amount to give back in a given year and the process by which we review and approve donation requests.

Historically, we’ve been big supporters of local arts and education, two causes that greatly impact the quality of life and work here. In the past year, we’ve made a concerted effort to broaden our charitable horizons—notably, through a monthly Jeans Day that allows our normally buttoned up employees to wear denim in exchange for a $10 donation. We’ve directed these dollars to such disparate organizations as the Humane Society of West Michigan and We Do Care GR, which serves local children living with cancer.

The firm also continues to encourage and support employees in their individual charitable pursuits—like Jay Wisentaner with Porter Hills Foundation, Dan Lupo with Catholic Charities Young Professionals, and Marilee Bartl with the Grand Rapids Ballet.

We believe we have a responsibility to give back to the community that has been integral to the success of our firm and so many of our clients. It’s not a strategy to us, it’s simply the right thing to do.

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Step Two

We are a trusted investment advisor known for helping clients preserve their wealth and create peace of mind through active investment management, comprehensive and focused financial planning, and a tailored and coordinated service experience. We have served clients in Grand Rapids, West Michigan, and throughout the state and country since 1933.