MW Investment Strategy manages investment portfolios and provides personalized financial planning services for individuals, family partnerships, trusts, and closely-held businesses. MW Investment Strategy works with clients to identify and achieve long-term financial goals such as retirement, education funding, home purchases, and estate planning. MW Investment Strategy builds diversified portfolios using low-cost mutual funds and exchange-traded funds matched to each client's time horizon and risk tolerance. MW Investment Strategy exercises the authority to make trades without asking first based on a written investment policy agreed upon with each client. MW Investment Strategy is wholly owned by Van Hulzen Asset Management, LLC, and can also coordinate with insurance professionals for clients needing insurance planning.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are calculated as a percentage of assets under management up to a maximum fee of 1.50%. Fees are negotiable based on scope and complexity.