An industry publication has honored a local personal financial planning firm for its best practices.
InvestmentNews recognized Grand Rapids-based Rinvelt & David with a 2018 Best Practices Award last fall at a ceremony in Boston.
“We are honored to be recognized once again for our best practices and the daily details that go into supporting our model of providing an extraordinary client experience,” said Rob Rinvelt, co-owner and financial advisor, Rinvelt & David.
Roger David, also a co-owner and financial advisor at Rinvelt & David, added, “We desire to be a client advocate.”
“Our focus is to help provide guidance, clarity and peace of mind in the many financial decisions our clients face,” David said.
Rinvelt & David was one of 11 independent advisory firms to win the award and the only one in West Michigan.
The firm also won the Best Practices Award in 2013 and 2015.
The awards committee evaluated 385 companies for their methodologies, client communication and education, human capital management, technology integration and their revenue and cost structure in 2018.
The full list of winners is online.
Rinvelt & David
Founded in 2004, Rinvelt & David specializes in financial planning, insurance and investment planning.
The firm had $285 million in assets under management as of Nov. 24, 2018.