Van Strum & Towne Inc

Van Strum & Towne, Inc. is an independent investment advisory firm founded in 1927 by James L. Collins, CFA, and Barbara A. Wright, CFA. The firm's income is solely derived from managing assets, with a focus on high net-worth individuals, trusts, foundations, charities, and various other entities. Van Strum & Towne's investment strategy emphasizes capital preservation, growth, and risk minimization, primarily through common stock and fixed income investments. The firm's portfolio managers work collaboratively to determine investment strategies tailored to each client's unique financial profile and objectives. Clients may impose restrictions on investments, and the firm encourages frequent communication to ensure portfolios align with client needs. Van Strum & Towne manages approximately $348 million for 99 clients, with both discretionary and non-discretionary accounts. Fees are based on a percentage of assets under management, with a negotiable structure above certain thresholds. The firm does not charge performance-based fees and acts as a fiduciary, placing clients' interests first. Van Strum & Towne does not participate in wrap fee programs and does not have any disciplinary violations. The firm's investment analysis primarily relies on fundamental analysis, supplemented by technical and cyclical analysis, with a focus on long-term investments. Clients receive written quarterly portfolio appraisal reports and year-end capital transaction reports. Van Strum & Towne has custody of client assets and may vote on client securities if authorized.