Van Hulzen Asset Management

Van Hulzen Asset Management, LLC, operating as Van Hulzen Financial Advisors, is a Registered Investment Adviser established on March 14, 2003. The firm specializes in providing investment advisory services to various clients, including individuals, pension and profit-sharing plans, trusts, estates, and more. Van Hulzen offers wealth management services encompassing financial planning, estate planning, tax strategies, and asset management. The firm manages assets on a discretionary and non-discretionary basis, with a minimum account size of $500,000, which may be waived at the firm's discretion. Clients can impose restrictions on their accounts, and assets are managed on an individualized basis. Van Hulzen offers various investment strategies, including US Covered Call Strategy, US fixed income, US equity, global equity, and more. The firm may charge fees based on a percentage of assets under management, with a maximum fee of 1.50%. Van Hulzen also provides ERISA services to employee benefit plans and their fiduciaries. The firm acts as a fiduciary, putting clients' interests first, and does not participate in wrap fee programs. Clients maintain exclusive responsibility for voting proxies and acting on corporate actions related to their investment assets. Van Hulzen Asset Management has no financial commitments impairing its ability to meet client obligations.