Norris Perne & French Llp/mi
Norris, Perne & French LLP (NPF Investment Advisors) is a private, independent, SEC-registered investment adviser headquartered in Grand Rapids, Michigan. Founded in 1933, NPF has over 90 years of experience and serves individuals, families, businesses, and endowments across more than 30 states. The firm provides fiduciary investment advisory services tailored to clients' unique financial situations and is staffed by highly credentialed financial planners, investment advisors, and service professionals. With a legacy rooted in serving generations of clients and a deep commitment to the West Michigan community, NPF manages approximately $2 billion in assets and places strong emphasis on philanthropy and local engagement.
Investment Strategy
NPF Investment Advisors delivers objective, tailored investment advice focused on growing and preserving client wealth. As fiduciaries, they are legally obligated to act in the clients' best interests. The firm offers an integrated approach combining customized planning, active investing, and complete coordination across wealth management, retirement planning, and legacy protection. They emphasize clear, jargon-free communication and strategies were built around a deep understanding of each client's unique goals. Their investment portfolios typically include diversified holdings in large-cap US equities, with a focus on long-term growth, risk management, and income generation for retirees and legacy preservation for families and charitable causes.
Top Holdings
Equity Positions (164)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT | 8.25% | $119.1M | 229,949 | $91.93 | $517.95 | +$5.9M |
G GOOGL | ALPHABET INC. | 4.51% | $65.1M | 267,648 | $64.89 | $243.10 | +$17.4M |
A AMZN | AMAZON.COM INC | 3.41% | $49.3M | 224,476 | $150.17 | $219.57 | -$773.1K |
B BRK-B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 3.25% | $46.9M | 93,371 | $146.83 | $502.74 | +$1.8M |
V V | VISA INC | 3.14% | $45.4M | 132,880 | $144.36 | $341.38 | -$1.6M |