Core ETF Launch NPF Investment Advisors recently launched the NPF Core Equity ETF (NPFE) and began trading on Cboe Global Markets. This presents a sales opportunity to discuss accompanying advisory services, ETF integration for client portfolios, and potential partnerships or co-marketing with institutions seeking ETF capabilities.

Regional Growth With a long-standing presence in West Michigan and a national reach, there is potential to expand advisory services to new high-net-worth segments and institutions by highlighting their tailored financial planning approach and track record of wealth preservation.

Mid-Sized Advantage As a privately owned firm with 51–200 employees and $50M–$100M in revenue, NPF presents an attractive mid-market canvas for scaling white-label ETF solutions, discretionary management services, or custodial partnerships aimed at mid-sized RIAs and family offices.

Digital Engagement NPF leverages digital channels and platforms such as Google Ads, LinkedIn Ads, WordPress, Shopify, and KnowBe4, indicating openness to digital marketing, client onboarding optimization, and security awareness programs that could be extended to client education and onboarding enhancements.

Succession & Advisory Expansion As a long-established regional player, there is a clear opportunity to discuss succession planning services, scalable investment solutions for multi-generational families, and expanded retirement and estate planning capabilities to attract larger client mandates.