A complete list of active advisors currently associated with VanDenburg Capital Management

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

VanDenburg Capital Management provides discretionary investment management and related financial analysis to individuals, trusts, and high-net-worth clients, with specific focus on business owners and executives transitioning to retirement and families of emerging wealth. The firm reports about $93.6 million in assets under management across its client base and also offers non‑discretionary advice and ongoing reviews for assets held away such as employer retirement plans and variable annuities. Investment programs are implemented from a set of proprietary model portfolios (conservative to aggressive) using ETFs, mutual funds, individual bonds, REITs, commodities, and CDs, with optional satellite allocations to alternative investments for downside mitigation. Risk tolerance and objectives may be set at the account or household level, the advisor generally accepts discretionary trading authority, and accounts are monitored at least quarterly. A distinctive feature disclosed in the brochure is that the firm’s principals are licensed insurance agents and devote approximately 15% of their time to insurance activities; the firm acknowledges this creates a potential conflict of interest and states it mitigates that conflict through disclosures and fiduciary procedures while noting clients are not required to purchase insurance products. The firm also conducts public education through seminars, workshops, and newsletters and includes alternative investments and assets‑held‑away management among its services, which may set it apart from many peers.

To learn more about the advisors currently working at VanDenburg Capital Management, 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.