MW Investment Strategy

MW Investment Strategy provides financial planning and discretionary investment management for individuals, family partnerships, trusts, and closely-held businesses, managing approximately $42.8 million for about 28 client relationships. Its clients include employed and retired individuals, professionals, small business owners, and families, and the firm offers portfolio management and retirement account services tailored to client goals.

The firm implements written investment policy statements and manages accounts using four broadly diversified model portfolios comprised mainly of low‑cost, no‑load mutual funds and exchange‑traded funds, with positions in fixed income, real estate, commodities, and other alternatives as appropriate. Portfolio construction uses Morningstar and internal research, a tactical overlay to adjust asset-class weights, and tax‑aware fund selection for higher‑bracket clients; accounts are generally discretionary and the models are designed around stated target loss thresholds.

MW Investment Strategy is wholly owned by Van Hulzen Asset Management, LLC, and operates under an affiliation structure in which some non‑planning services are provided through the parent adviser depending on when a client engaged the firm. The firm also has related entities that include an insurance agency (Citadel Family Insurance Solutions LLC) and a passive ownership link to Wedbush interests, arrangements the brochure discloses as creating potential conflicts of interest while stating policies and client choices intended to mitigate them.