RESULTS-DRIVEN PORTFOLIOS BUILT FOR YOUR INVESTING GOALS
Trust is the cornerstone of our relationship with you. As fiduciaries, you’re assured that our advice is always in your best interest. Van Hulzen never receives commissions from outside parties. We are independent advisors accountable only to what matters most to you.
Our investment team works within a highly disciplined decision-making process, utilizing research and analysis to make data-driven decisions that fit your needs.
Key to our process is the Van Hulzen Asset Management Investment Committee, which draws upon our deep bench of talent. Advising on high level asset allocation decisions, as well as equity selection and option hedging strategies, we are constantly evaluating market conditions and portfolio performance. We bring to the table expertise that meets each client's unique needs and objectives.
“We take the time to understand your personal goals and concerns and align them with your plan. No cookie cutter solutions based on what bucket the big financial companies would put you in. Relationships matter here. They’re at the heart of what we do and why we love working here.”
STEFAN TEN BRINK | MANAGING DIRECTOR-ASSET MANAGEMENT
WORKING TOGETHER
By working together, we customize an investment strategy that incorporates your life goals and priorities to build an investment portfolio that’s in your comfort zone. Most of all, we make sure that you understand what you are investing in and why, giving you the confidence to ride out turbulence and stand by your plan.
Our investment management services include:
- Custom Investment Advice and Strategy Building
- Risk Management and Hedging Solutions
- Portfolio Management
- Third party Asset Management
- Investment Management for Charities
- Board support for Non-profits
