Custom Investment Management

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!

Investment Philosophy

The Best of Both Worlds: Growth at a Reasonable Price (GARP-Style Investing). Co-founder Jim LaFleur said it best: “Our investment philosophy was simple and still holds true today – identify quality companies with good growth prospects that are run by ethical and competent managers. Buy them at a reasonable price and, importantly, be patient”.

Personal Portfolio Customization
We do not believe that one size fits all. We tailor our advice around your existing holdings and personally select securities based on your individual goals and risk tolerance – all while keeping a keen eye on costs and tax consequences.

Owning Companies vs. Owning Investment Products

Jim LaFleur and Rick Godfrey subscribed to the theory of investing that, over the long run, owning a focused, yet diversified portfolio of individual companies could outperform a mix of investment products (sometimes consisting of several hundred companies). Our ‘know-what-you-own’ approach to investing has served our clients very well through the years by keeping transparency high, turnover low and costs down.

The Pie vs. The Nine Boxes vs. The Oracle

Successful investing in an ever-changing world requires discipline. LaFleur & Godfrey’s focused investment process helps clients navigate through the economic and market landscape and towards their long-term goals.  Our Warren Buffett-like individual stock and bond approach, without being tied to a ‘pie’ or ‘nine box’ investment strategy, provides a ‘common sense’ investing solution for Main Street while avoiding many of the pitfalls and products offered by Wall Street.