What is Van Duivendyk Capital Management?
Van Duivendyk Capital Management is a premier financial advisory firm that specializes in providing personalized wealth management strategies to individuals, families, and businesses. With over 25 years of experience in the financial industry, Van Duivendyk Capital Management prides itself on its commitment to maintaining the highest level of standards and delivering exceptional service to its clients.
How does the advisor help clients – Key Takeaways:
- Provides personalized wealth management strategies
- Committed to maintaining high standards and delivering exceptional service
- Over 25 years of experience in the financial industry
- Specializes in serving individuals, families, and businesses
Facts and Insights
Van Duivendyk Capital Management has a team of experienced financial experts who are dedicated to helping clients achieve their financial goals. As a registered investment advisor, the firm adheres to a fiduciary standard, which means they always act in the best interest of their clients. They believe in building long-lasting relationships with their clients and providing them with the tools and resources needed to make confident financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | Over 25 years |
Financial Services Offered:
Van Duivendyk Capital Management offers a wide range of financial services, including:
- Personalized wealth management
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Education funding
- Insurance solutions
- Business planning
Client Types:
Van Duivendyk Capital Management serves a diverse range of clients, including:
- High-net-worth individuals
- Families
- Business owners
- Retirees
Fees & Compensation:
Van Duivendyk Capital Management charges an annual management fee based on a percentage of the client’s assets under management. This fee structure aligns the firm’s interests with those of their clients, as they only profit when their clients’ investments grow. The firm may also receive compensation from third-party providers for products or services recommended to clients.
Background:
President and CEO Richard Van Duivendyk founded Van Duivendyk Capital Management in 1994 with the mission to provide clients with unparalleled financial guidance and support. Today, the firm operates out of its headquarter in New York and has expanded to include a team of eight advisors with a combined experience of over 100 years in the financial industry.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Van Duivendyk Capital Management is committed to transparency and providing full disclosure to their clients. Some important disclosures to note include:
- The firm may earn compensation from third-party providers
- Past performance is not indicative of future results
- Investing involves risk and clients may experience a loss of principal