Mw Investment Strategy

MW Investment Strategy is a registered investment advisor established in April 1997, specializing in investment management and financial planning services. The firm is led by Craig Dennis Van Hulzen and Bradley Robert Nicholson, who make all investment decisions. MWI offers a range of services for individuals, family partnerships, trusts, and closely-held businesses, focusing on long-term financial goals such as retirement planning and wealth management. The firm manages assets on a discretionary basis, utilizing four diversified portfolio models with low-cost mutual funds and exchange-traded securities. Clients typically have assets under management of at least $500,000, although this minimum may be waived. Fees are charged as a percentage of assets under management, with a maximum fee of 1.50% per quarter. MWI does not receive performance-based fees and acts as a fiduciary, putting clients' interests first. The firm's investment strategy involves fundamental target asset allocation, selection of low-cost mutual funds, and a tactical overlay to manage risk. Client accounts are reviewed quarterly, and face-to-face meetings are held annually. MWI does not have a history of disciplinary actions and does not engage in soft dollar arrangements. The firm recommends Charles Schwab as a custodian and does not have an affiliated broker-dealer. Clients may provide direction on brokerage preferences, and MWI aggregates trades for efficiency. MWI has a Code of Ethics in place to ensure client interests are prioritized and discloses any conflicts of interest.