Research Team

Our in-house research analysts provide the intelligence that backs every investment recommendation and decision. Click on their names for individual profiles. 

Partner, Chief Investment Officer, Portfolio Manager

Partner, Strategy Lead, 
Portfolio Manager

Partner, Portfolio Manager

Strategy Lead,
Portfolio Manager

Research Analyst

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.