Hilton Head, SC Office

Van Hulzen Asset Management, doing business as Van Hulzen Financial Advisors, serves individuals, pension and profit‑sharing plans, trusts, estates, small business owners, foundations, charitable organizations, private investment vehicles and corporations. The firm offers wealth management and financial planning as well as discretionary and non‑discretionary asset management across strategies that include covered‑call, fixed income, US and global equity, ETFs, alternative investments and ERISA 3(21)/3(38) services.

The firm combines technical, fundamental and cyclical analysis and delivers model portfolio programs (the Wetsel and Schreur Model Wealth Portfolios) with discretionary rebalancing and ongoing monitoring. Van Hulzen also provides consulting services—such as private fund review, hedging of concentrated positions, and volatility/options trading—and acts as a sub‑advisor for other advisers in managing allocations.

Van Hulzen’s ADV highlights several features that are less common among peer team firms: it serves and advises private pooled vehicles and provides private fund advisory and portfolio management for pooled vehicles, discloses a material affiliation with Wedbush (including execution of trades through an affiliated broker‑dealer), and owns or is affiliated with other advisory and insurance entities. The brochure also describes marketing and referral arrangements (including participation in the Schwab Advisor Network) and cites specific strategy performance targets (for example, a 6–8% income target for the covered‑call strategy), items the firm discloses as potential sources of conflicts of interest.