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Portfolio Manager

Portfolio Manager

people tyler fullTyler helps our clients manage their financial life in a prudent and responsible manner so that they can focus on the more meaningful aspects of life, whether that be spending time with family at home or golfing in Boca.

Tyler is an honors graduate of Calvin College. He earned his Chartered Financial Analyst (CFA) designation in 2017, and his Certified Financial Planner (CFP®) designation in 2019. Prior to joining NPF in 2014, he worked with Mercantile Bank of Michigan as a commercial credit analyst and with Blackford Capital as an analyst.

What is the CFA Designation?

The Chartered Financial Analyst designation represents the gold standard in advanced investment analysis and portfolio management, accompanied with a strict emphasis in ethical practice.  To earn the CFA Charter, candidates must pass three six-hour exams, have obtained a Bachelor's degree, have four years of qualified work experience, and agree to adhere to the CFA Institute Code of Ethics and Standards of Professional Conduct.

Learn more about our investment services here.

What is the CFP® Certification?

The CERTIFIED FINANCIAL PLANNERTM certification represents rigorous professional standards in the practice of financial planning, which includes cash flow analysis, planning for insurance, investments, taxes, retirement, and estate needs.  The CFP® certification requires a commitment to rigorous ethical standards outlined in the CFP Board's Code of Ethics and Standards of Conduct, which are based on the principles of honesty, integrity, competence, and diligence.

Learn more about our planning services here.

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.