Supported partners and portfolio managers by providing timely research on the firm’s top equity holdings. Completed a thorough analysis of the firm’s core positions with a focus on the competitive position of underlying company’s business model, the strength of the underlying fundamentals of the company, the current valuation of the stock relative to market expectations and other critical factors. Delivered timely written earnings reports following a comprehensive review of the quarterly conference call of each core holding. Provided buy & sell recommendations to portfolio managers at weekly manager meetings.

Prepared monthly bank reconciliations. Processed accounts receivable and accounts payable. Received and reviewed invoices for payment. Processed invoices and prepared checks. Reconciled and posted revenues to the general ledger on a daily basis. Processed payroll. Prepared the annual budget.

At Legacy Trust, we have three areas of interest—you, your family and the generations that will follow. Since 2004, we’ve met the financial management needs of West Michigan’s most prosperous individuals. We do so thoughtfully, proactively and with a deep sense of understanding. The fate of your wealth shouldn’t be a matter of chance. It should be a matter of choice. That’s why we remain entirely independent. With Legacy Trust, our decisions are made together, without a single ulterior motive. We offer fee-based services, eliminating the pressures of sales and commission. This is how wealth management should be: objective, collaborative and client-focused. In order to stay client-focused, we remain right here in West Michigan. Our clients are our neighbors, and decisions are made around the corner, not across the country. This allows you to be involved as much or as little as you’d like. It’s not the common approach, or the easiest, but to us, it’s always been paramount. Wealth management is complex, but it doesn’t have to be convoluted. To sustain a lasting legacy, and build a trusting partnership, we listen to your unique perspectives and ambitions. Through this understanding, we provide more than answers for today. We provide answers for life.

https://mvschmidtcpa.com

Voisard Asset Management Group is a fee-only, investment management practice that works with high net worth individuals nationwide. Our firm operates independently, free from outside conflicts of interest, to provide our clients with unbiased advice designed to assist them in achieving their financial goals. We address issues including, but not limited to, investment management of assets, retirement planning, estate objectives and general review of income tax issues. We believe in personal relationships built on trust and integrity, open communication, understanding your circumstances and maintaining a long term perspective.

Spectral Enterprises owns Bremer Authentic Ingredients in Zeeland, Michigan and Northland Express Transport in Grand Haven, Michigan. Northland brokers truckload freight, matching customers with carriers nationwide. Specializing in transporting nursery stock and Christmas trees. Dispatching offices in Michigan, Oregon, and Tennessee. Bremer provides sugar, flour, salt, and other food ingredients to bakeries, food manufacturers, and meat processors in Michigan, Indiana, and Ohio.

Family Capital Management was born out of the desire to find a BETTER way to help clients improve and organize their financial lives into an easty-to-understand format. Our objective is to take all the pieces of your financial plan and put them in place. Each plan is unique. Many of those pieces may not be relevant to you or your plan at this time, but as your life unfolds and your needs evolve, our process, "Planning with Purpose", helps you pursue your financial independence. For additional information, call FCM at 616.774.4560 or visit the website at http://www.familycapitalmgt.com. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Family Capital Management, an SEC Registered Investment Advisor. Family Capital Management is independent of Osaic Wealth. Any opinions expressed in this forum are not the opinion or view of Osaic Wealth, Inc. and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors. Neither Osaic Wealth nor its Representatives provide tax, legal or accounting advice. Please consult your own tax. legal or accounting professional before making any decisions.

DWH was founded on the philosophy that every stakeholder matters. We consider clients, employees, owners, investors and our community as a whole to achieve results that maximize value for all. Our Mission is to be the preferred business advisory services provider and investment solution within our markets in a manner that makes a positive impact in our community. What We Do Turnaround | Restructure | Growth Management | Succession | Transition | Mergers | Acquisitions | Financial Advisory | Tribal Economic Development

Trillium Ventures MSV was created to capitalize on investment opportunities in the multifamily real estate market. We provide a broad scope of services including investment and asset management, property management and construction management to investors, strategic partners and property owners. Trillium’s strategy focuses on value-added investing in commercial real estate, mainly in the multifamily sector. We strive to make each project a success by identifying and meeting the strategic goals of the project. We reposition a property by improving management operations, recapitalization, completing deferred capital expenditures and improving the physical plant through renovations. Trillium has a variety of construction experience completing projects for industrial, office, apartment, education facilities. Trillium is a unique firm that is able to handle multifaceted strategies to maximize investment value from acquisition to disposition of the asset.

Calder Capital is a full-service mergers and acquisitions firm specializing in advisory services for small businesses located in West Michigan across a number of industries. Our mission is to provide the highest level of professional service to help our clients achieve their desired results. Small Business Focus: Small business transactions often have a similar level of complexity to that of middle-market transactions; especially when you consider the added complexities caused from family owned businesses, to ensuring employee security while attempting to maximize your company’s value. Yet, the level of service often delivered to these small businesses are typically subpar. Calder Capital utilizes an investment banking process that is used when representing $50 million transactions, but have modified it to the needs of clients whose businesses are between $500,000 and $10,000,000 in business value. Results-Oriented Focus: Our focus is about far more than just “doing the deal”; it is about forging a relationship in which we are advisors, not just brokers, so we can achieve our client’s objectives and goals. That is why we utilize our systematic process that initially begin by documenting those goals. Our consultative approach and persistent attitude ensures we have the greatest success. Multidisciplinary Approach: Selling or buying a business is a complex process. It requires proper preparation, skillful presentation of facts, matching of buyers and sellers, sophisticated negotiating skills, and tenacity to cross the finish line. It requires a team approach. We believe in utilizing individual strengths within our team plus working with the best professionals to best serve our clients.

Thornapple River Capital actively creates and invests in early-stage companies in a wide array of industries.

Certified Financial Planner; Securities Broker, and Insurance Agent, Currently managing retirement income for 450 families.We utilize a variety of services to help create a comprehensive financial plan for both our individual and business clients. Our approach is based on your financial and life goals.Jeff Heitzman offers products and services using the following business names: Heitzman & Associates, Inc. or Canvas Financial – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC (www.finra.org and www.sipc.org) – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Heitzman & Associates, Inc. or Canvas Financial.Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed.All of the endorsements and/or client testimonials posted on this LinkedIn page are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.