A complete list of active advisors currently associated with Van Diest Capital

Warmer can help you find a great advisor at Van Diest Capital or one who fits your needs even better.

Van Diest Capital provides portfolio management, financial planning, retirement plan consulting, and fiduciary investment advice to a mix of individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and corporate clients. The firm also offers Socially Responsible Investing (ESG) options and documents client goals and risk tolerance in written Investment Policy Statements. Advisory programs are tailored through an initial planning interview and an “Investment Fingerprint™,” with VDC often implementing model allocations and seeking discretionary trading authority to manage accounts. Its investment process draws on modern portfolio theory, fundamental, cyclical and quantitative analysis and employs equities, fixed income, ETFs, REITs, commodities and non‑U.S. securities with both long‑ and short‑term trading strategies. A distinguishing feature is the firm’s affiliation with an accounting practice (VDC Accounting, LLC) and a network of related business activities (insurance and real‑estate entities) that the brochure identifies and addresses through disclosure and periodic review. Van Diest Capital also recently moved to formal SEC registration, requires clients to use specified custodians (Altruist Financial and/or Charles Schwab), and discloses that it does not aggregate (block) trades across client accounts—practices that differ from many peer team advisers.

To learn more about the advisors currently working at Van Diest Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.