Sound of the Economy

First in a series of spotlights on our current investments

Odds are, you’ve never heard Nestlé mentioned on a financial TV show. It’s not listed on the S&P 500. It’s not headquartered in New York or Silicon Valley. It’s not even an American company.

Why bonds belong in investment portfolios

Did you know that the bond market is about twice the size of the stock market?

Demonstrating mastery of a broad range of investment skills

We are pleased to announce that Tyler Bosgraaf, a Research Analyst with Norris, Perné & French, has passed Level II of the Chartered Financial Analyst® (CFA) program. The CFA exam is administered by CFA Institute, a global association of investment professionals that promotes the highest standards of ethics, education, and professional excellence.

Step One

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.