Sioux Center, IA 952 N. Main Avenue Office
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Water Valley Investment Advisors, Inc.
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About
Water Valley Investment Advisors provides ongoing portfolio management to individual and high-net-worth clients, charitable organizations, and retirement plans, offering both discretionary and non‑discretionary management. The firm also delivers retirement plan fiduciary services and limits written financial planning to clients who are receiving its asset management services, while providing periodic educational newsletters.
The firm’s investment process centers on fundamental analysis and long‑term trading, documenting objectives and risk tolerance in an Investment Policy Statement for each client and conducting account reviews at least quarterly. WVIA typically recommends mutual funds and ETFs, seeks discretionary trading authority for many accounts, and may aggregate client orders (block trades) when pursuing execution efficiencies, allocating trades on an average‑price basis.
Distinctive features include acting as an ERISA 3(38) investment manager for retirement plans, including discretionary investment selection and qualified default investment alternative (QDIA) management, and explicit disclosure of conflicts and procedures around retirement plan rollover recommendations. WVIA also limits standalone planning services to managed clients and uses institutional custody relationships that provide access to institutional trading, research and operational support.
Expertise
Location
952 N. Main Avenue
Sioux Center IA 51250
Advisors at this office
2
Advisors at this office
Ben G
CFP®, Series 65
Sioux Center, IA
Water Valley Investment Advisors, Inc.
Ben Gesink is a Certified Financial Planner™ (CFP®) with four years of industry experience. He is currently an advisor at Water Valley Investment Advisors, Inc., where he has worked since 2025. Prior to that, he was employed at Edelman Financial Engines LLC and Iowa State Bank, and spent time at Dordt University and Western Christian High School. Water Valley Investment Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans by providing portfolio management and fiduciary services. The firm emphasizes fundamental analysis and long-term trading, offering both discretionary and non-discretionary management tailored to client objectives and risk tolerance.
Kevin G
CFA®
Sioux Center, IA
Water Valley Investment Advisors, Inc.
Kevin Gesink is a CFA® charterholder with 25 years of experience in the financial industry. He is affiliated with Water Valley Investment Advisors, Inc. in Sioux Center, IA, where he has worked since 2000. Water Valley Investment Advisors provides portfolio management services to individuals, high-net-worth clients, charitable organizations, and retirement plans, offering both discretionary and non-discretionary management. The firm’s investment approach focuses on fundamental analysis and long-term trading, with a structured process that includes quarterly account reviews and customized Investment Policy Statements.
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