Our Story

LaFleur & Godfrey was founded in 1987 by James LaFleur and Richard Godfrey to serve individuals and families in the West Michigan area with investment management services. They knew there was a need for investment managers who could provide precise portfolio management for each client – and few firms in the area were able to deliver this level of personalized attention and advice backed by well-researched data. Since then, the firm has grown its base to serve clients across the country, but maintains the integrity, focus and vision that motivated the partners to launch it over 30 years ago.

Kristen is the one of the main points of contact for LaFleur & Godfrey clients. She is responsible for maintaining current client files, processing fee checks, balancing client statements and preparing presentations.

Read More: Kristen Olewinski

John is a Senior Portfolio Manager at LaFleur & Godfrey, having joined the firm in 2013. John has been a financial advisor and portfolio manager for over two decades – most recently serving the Grand Rapids area for the past ten years as a Senior Portfolio Manager & Principal at AMBS Investment Counsel.

Read More: John C. Koczara

Daniel is a Partner and Senior Financial Advisor at Lafleur & Godfrey, having started his journey with the firm in early 2007. Daniel has more than two decades of experience in the financial services industry in the Michigan area.

Read More: Daniel S. VanTimmeren

Kelli joined the team at LaFleur & Godfrey in 1989 and works as the Associate Portfolio Manager. She is also the primary equity trader for the firm.

Read More: Kelli A. Hoogerland

Mega-Trend Investing

 

Our investment process allows us to see the forest for the trees. We view the investment world through a lens that focuses on both macroeconomic (top-down) factors and company-specific (bottom-up) fundamentals. Emphasizing certain sectors that benefit from favorable economic and demographic Mega Trends increases our chances of investment success.

Buffett Philosophy

 

Lafleur & Godfrey's founding principle is based on a focused, "best ideas" approach to investing and the ownership of individual companies in lieu of investment products. Investing in a portfolio of approximately 30 companies provides for adequate diversification and meaningful position sizes that can enhance long term results.

Calculated Risk

 

Lafleur & Godfrey is an active investment manager that tactifully adjusts your portfolio based on our economic and market outlook, our forecasting for individual equity returns, and your tolerance for risk. We belive that active management of portfolios increases likelihood of success in the long run.

Your Financial Partner

Our investment philosophy is centered around you. Your dreams, your goals, and your desired legacy. We understand that it is a privilage to become your investment manager. We know what it took for you to get where you are today. For over three decades, LaFleur & Godfrey has carefully crafted and managed investment portfolios for multiple generations of clients.

Portfolio Manager Relationship

We believe in having direct access to the investment decision-maker leads to greater accountability and a stronger relationship in the long run. Your portfolio manager is your long-term partner.

Client Centric Focus

We never promote the hottest new investment product. Instead, on a case-by-case basis, we may select complementary, low-cost ETF products in our portfolios to add diversificiation, gain exposure to an undervalued asset class and reduce overall profolio risk.