Grand Rapids Business Journal
A financial services group acquired a Petoskey firm and is merging it with a Grand Rapids partner firm.
New York-based Focus Financial Partners Inc. (Nasdaq: FOCS) a partnership of independent, fiduciary wealth management firms said last week that it entered into a definitive agreement under which Investment Counsel Inc., a registered investment adviser in Petoskey, will join Focus partner firm LaFleur & Godfrey (L&G) based in Grand Rapids.
Terms of the deal were not disclosed. The transaction is expected to close in the second quarter of 2021, subject to customary closing conditions.
Chris Walker
Courtesy Investment Counsel
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NEW YORK, NY / ACCESSWIRE / April 1, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ( Focus ), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which Investment Counsel, Inc. ( Investment Counsel ), a registered investment adviser in Petoskey, Michigan, will join Focus partner firm LaFleur & Godfrey LLC ( L&G ), based in Grand Rapids, Michigan. This transaction is expected to close in the second quarter of 2021, subject to customary closing conditions.
Led by Chris Walker, Investment Counsel offers portfolio management services to high net worth individuals, families and institutions. Chris and his team will enhance the investment capabilities available on L&G s holistic wealth management platform and further expand its presence in West Michigan. In turn, the Investment Counsel team will benefit from L&G s resources and robust infrastructure to further enhance their clients experi
Investment Counsel To Join Focus Partner Firm LaFleur & Godfrey Transaction Adds Deep Investment Capabilities to LaFleur & Godfrey s Holistic Wealth Management Platform theusnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from theusnews.com Daily Mail and Mail on Sunday newspapers.