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Investment Management

Overview

Research-Based Investing

Our team of experienced investment professionals utilizes a time-tested, disciplined approach to vet individual investments. By focusing on all-weather companies that are leaders in their respective industries, we enhance our ability to meet your long-term goals.

Investment Strategies

Core Growth

Inspired by Warren Buffett's approach to investing, the Focused Core 30 Strategy is positioned with high-quality large and mid-cap growth names with balance sheet flexibility to pay a dividend and/or reinvest in the future.

Core Growth and Income

The Focused Blue Chip Strategy is structured to provide long-term growth and income. We view this as an additional core strategy and alternative to the Focused Core 30 Strategy.

Income

Developed to provide above-average dividend income, the Focused Dividend 10 Strategy considers and prioritizes balance sheet quality, cash flow generation, earnings sustainability and capital allocation. This can be combined with Focused Core 30 Strategy or Focused Blue Chip Strategy to reduce risk and volatility.

Aggressive Growth

As the name implies, the Focused Emerging Trends Strategy focuses on companies with strong and/or accelerating revenue growth. This strategy carries the potential for greater growth and volatility, so a long-term perspective is required.

Taxable and Tax Exempt Fixed Income

A bond strategy comprised of U.S. Treasury securities, high-quality corporate bonds (rated Baa/BBB or higher), hybrid securities, preferred securities and/or bond exchange traded funds (ETFs). Portfolio is primarily determined by our Investment Committee’s interest rate forecast and bonds are often laddered based on income and cash-flow needs.

Enhanced Index Strategies

An actively managed exchange traded fund (ETF) strategy rooted in strategic asset allocation with tactical positioning that seeks to protect against or take advantage of near-term market conditions or opportunities. Portfolios are tailored to the client’s risk profile and investment goals.

How We Do It

Quality has been one of our core tenets since our inception in 1987. By investing solely in industry-leading companies, we can ignore the market's daily noise and invest with confidence. Our proactive and opportunistic equity approach allows us to take advantage of market volatility and buy stock in America's best companies at a percentage of their intrinsic value.

The information presented here is for informational purposes only and should not be construed as a recommendation to buy or sell a specific security or investment. All investments carry the risk of loss – including the risk of loss of principal invested.

Investment Committee

Dan Van Timmeren
Co-Chief Investment Officer
Dan Van Timmeren

Dan is a Partner and Senior Portfolio Manager at Lafleur & Godfrey, having started his journey with the firm in early 2007. Dan has more than three decades of experience in the financial services industry in the Michigan area – previously managing money at a private family office.

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John Koczara, CFA
Co-Chief Investment Officer
John Koczara, CFA

John is a Partner and Senior Portfolio Manager at LaFleur & Godfrey, having joined the firm in 2013. John has been in the investment management industry for over 30 years, with  experience on the sell-side and buy-side servicing high net worth private clients and institutional relationships. Prior to joining LaFleur & Godfrey, he co-managed two large cap equity portfolios at a local registered investment advisory firm.

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Aaron Ritsema, CFP®
Investment Committee Member
Aaron Ritsema, CFP®

Aaron is a Partner and Senior Portfolio Manager and joined the firm in April 2022. He has 20 years of investment and financial planning experience having previously served as a financial advisor at Charles Schwab & Co., Inc. He is a member of the Investment Committee and is also responsible for managing and growing client relationships. Aaron obtained his CERTIFIED FINANCIAL PLANNER® certification in 2014 and helps lead our financial planning client engagements. He resides in East Grand Rapids with his wife, Callie, and their two boys, Lennon and Koen.

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Sahana Madhanagopal, CFA
Investment Committee Member
Sahana Madhanagopal, CFA

Sahana joined the firm in April 2024 as a Senior Research Analyst and Associate Portfolio Manager. Prior to joining LaFleur & Godfrey, she was a Senior Equity Research Associate at Macquarie Capital, based in New York, before returning to West Michigan. She received her MBA from Western Michigan University in 2018 and earned her CFA designation in 2022. Sahana is keen on using her buy-side and sell-side equity research experience to add depth to our research process and make investment recommendations to benefit our clients. Sahana grew up in India where she earned her bachelor’s degree in engineering. Outside work, she enjoys traveling and spending time with family and friends. She loves Michigan beaches.

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