Van Hulzen Financial Advisors
Financial Advisory Firm Leads with Culture and Community Engagement
Van Hulzen Financial Advisors features uncommon investment capabilities paired with a magnetic , local culture and a commitment to make transformational impacts in the community . “ Our people and culture set us apart ,” says Nathan Torinus , CEO . “ Financial advice is only as good as the motivations of those providing it . Our ownership and decisionmaking are in the hands of people with deep Sacramento roots and fierce commitment to independence because we believe that serves clients best .”
Established in 1998 , Van Hulzen has grown to 18 team members and $ 1.1 billion AUM serving clients throughout the West with a focus on the communities east of Sacramento . The firm offers advisory services for individuals and families specializing in supporting business owners on company transitions , tax efficiency , retirement planning and estate plans . “ We love working with clients who want to plan with their mission in mind and need a trusted advisor to tackle sophisticated challenges so they can focus on what matters most in life ,” says Brad Nicholson , President .
Van Hulzen ’ s competency in investing differentiates them from other advisory firms . The firm provides proprietary investment strategies to individual clients as well as institutions , HNW family offices and other advisors . Strengths in asset management include individual equity selection and option strategies intended to improve the risk-return relationship .
Another Van Hulzen team focuses on families with loved ones with special needs , helping them feel secure throughout their unique planning journey . “ Making a transformational impact on our communities is central to our vision , and supporting community members who have intellectual and / or developmental disabilities is one way we do that ,” Torinus says .
“ Our ownership and decision-making are in the hands of people with deep Sacramento roots and fierce commitment to independence because we believe that serves clients best .”
— Nathan Torinus , CEO
Van Hulzen is growing and attracts team members who take pleasure in service and continuously improve their knowledge and character . “ We are building a vanguard firm while staying centered on culture and values , with growth paced by the bandwidth of our team and systems , not the financial calculus ,” Torinus says . “ That way , the focus stays on clients .”
4370 Town Center Blvd , Suite 220 El Dorado Hills , CA 95762 916-461-8950 www . Vfinancialadvisors . com
Investment advisory services provided by Van Hulzen Asset Management , LLC . Investing involves risks , including the potential for loss of principal . There is no guarantee that any investment plan or strategy will be successful .
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