To Give Back to the Community

The unique entrepreneurial spirit and collaborative culture of West Michigan has been integral to our success. We believe we have a responsibility to give back to this very special community.

Making a Difference

While our clients are spread across the country, we continue to maintain our office in downtown Grand Rapids, where we’ve operated since 1933. As a firm, we dedicate a percentage of our revenues to local charitable organizations. We focus on arts and culture causes, reflecting the interests of many of our clients.

On an individual level, we encourage and support our people as they serve on charitable and civic boards, volunteer their time and expertise, and work to make West Michigan a better place for all to live.  

Making a Connection

We mention our giving for only one reason—if community is important to you, there’s a good chance your values align with ours.

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.