A complete list of active advisors currently associated with Van Strum & Towne Inc

Warmer can help you find a great advisor at Van Strum & Towne Inc or one who fits your needs even better.

Van Strum & Towne primarily serves high net-worth individuals and also manages accounts for individuals, trusts, foundations, charities, IRAs, 401(k) plans, partnerships, corporations, and pension and profit-sharing plans. The firm provides investment portfolio management, financial planning, retirement plan analysis, asset allocation, investment policy analysis, and ongoing portfolio review for both discretionary and non-discretionary accounts. The firm’s investment approach relies on fundamental analysis for common-stock selection and emphasizes investment-grade fixed income, low portfolio turnover, and long-term holding periods while retaining the ability to act quickly when conditions warrant. Portfolio managers work collaboratively with clients to establish client-specific asset mixes and objectives, supplementing fundamental research with technical analysis, charting, and AI tools as appropriate. Distinctive features include a long-established, independent practice founded in 1927 with principals who are CFA charterholders and a relatively concentrated asset base: the firm manages roughly $483 million across a small advisory team of three, a concentration of assets per advisor that is uncommon among supported peers. Van Strum & Towne also uses institutional custody relationships and mixed-use software funded through brokerage arrangements, offers tailored reporting, and generally requires a $2 million threshold for new managed relationships (negotiable).

To learn more about the advisors currently working at Van Strum & Towne Inc, 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.