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
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!
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.
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.
Fall 2023 Quarterly Commentary
Sometimes headline numbers do not tell the whole story. For example, you would think that the Atlanta Fed’s GDP Now third quarter economic growth estimate near 5% would have market participants dancing in the streets. Well, the opposite seems to be true. Both the stock and bond markets have been selling off of late. Stock investors are fearful that interest rates will stay higher-for-longer. Bond investors are on edge about a lack of a budget deal coming out of Washington D.C. & sticky inflation artificially buoying growth. On the surface, our economy is doing okay. However, beneath the numbers, there are signs that suggest we should put away our rose-colored sunglasses.
Summer 2023 Quarterly Commentary
One of the foundational topics we discuss at our monthly Investment Committee meetings is what we are seeing in the economy. We feel it is an effective exercise to bring & share each of our individual perspectives on the state of the economy. It is an important part of our investment process to not only manage risk but to also spot opportunities.