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.
“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
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.
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.”