Notice: Form ADV 2A     ADV Part 3 – Customer Relationship Summary

A Time-Tested Investment Approach

Welcome,

LaFleur & Godfrey is a SEC Registered Investment Advisor (RIA) based in Grand Rapids, Michigan. The firm traces its origins to 1987, when James LaFleur and Richard Godfrey began serving individuals and families in the West Michigan area with professional money management services. 

While we have grown organically throughout the years, in 2020, L&G acquired the assets of Gimbal Capital Management and in 2021, Investment Counsel, Inc. came on board.

Although both Jim and Rick have since retired, Dan VanTimmeren, John Koczara, and John Dice lead the firm with the same high standard and investment principles set forth 35 years ago.

We invite you to meet the LaFleur & Godfrey team.  We believe that you will soon realize why almost $800 million dollars in client assets is entrusted with us.  Client centric investing solutions focused on YOU!


How can we help you?

We believe it is a privilege to be your wealth manager. It is a responsibility we do not take lightly. Our dedication to our clients is what sets us apart. We are confident that you will agree.

Get In Touch
Compass
Custom Equity Portfolios

One size does not fit all. We believe your portfolio shouldn’t either. We craft your equity portfolio only after a thorough understanding of your unique goals and personal circumstances. As a fiduciary, we put your interests first…Always!

Fountain Pens
Fixed Income Solutions

You have worked hard for your money and now you are ready to enjoy your golden years. Our income-producing solutions enable you to get the most out of your nest egg while also giving you the security and peace-of-mind that you deserve.

Chess Game
Holistic Wealth Management

We believe there is some truth to the saying ‘jack-of-all-trades, master of none’. As such, we have developed an expansive network of local professionals to assist us with coordinated planning solutions.

Our Market Updates

Read or watch our latest insights on the economy and financial markets by our team.

Winter 2024 Commentary

The economy seems to be on firm, but not quite solid, footing. While 2023 saw an acceleration of economic growth spurred by inflation (and price increases), it looks as though 2024 will experience moderating economic growth. Hence, our forecast for a ‘soft-ish’ economic landing is still on the table. As usual, there are numerous data points that have us cautious. Specifically, on the jobs front. December job openings (JOLTS report) came in weaker-than-expected at 8.79 million jobs – its lowest reading since March 2021. The hiring component within the report was the weakest since March 2020. The manufacturing sector remains cool as well. The ISM Manufacturing Index December report came in sub-50 (economic contraction) once again at 47.4. It was the fourteenth consecutive month that the manufacturing sector declined – its longest stretch since 2002! However, not all is gloom-and-doom with our domestic economy.

Winter 2023 Commentary Videos

We hope you enjoy the videos and find our comments informative and beneficial. We encourage and welcome your feedback. This video contains general market commentary and information that should not be construed as advice to make any specific investment. For investment advice, please consult with your portfolio manager. Our quarterly market commentary often contains forward-looking statements, predictions and forecasts (“forward-looking statements”) concerning our beliefs and opinions with respect to the future. Forward-looking statements necessarily involve risks and uncertainties, and undue reliance should not be placed on them. There can be no assurance that forward-looking statements will prove to be accurate, and actual results and future events could differ materially from those anticipated in such statements. Investing involves the risk of loss, including risk of loss of principal invested, that clients should be prepared to bear.