Van Diest Capital

Seth Fulton is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with Van Diest Capital and has previously worked at OSAIC Wealth, Inc., Signator Investors, Inc., and Transamerica Financial Advisors, Inc. Outside of his advisory role, he serves as treasurer for Johnston Youth Football, assisting with registration and communications. Van Diest Capital provides discretionary portfolio management, financial planning, and retirement consulting to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a combination of cyclical and fundamental analysis, modern portfolio theory, and quantitative methods, offering a range of investment options including equities, fixed income, ETFs, real estate funds, commodities, and non-U.S. securities.

Benjamin Rasmussen is a financial advisor at Van Diest Capital with four years of industry experience. He holds the Series 66 designation and previously worked at Dawson & Bertran Investment Advisors. Outside of finance, he is a coach at Webster City Schools. Van Diest Capital provides discretionary portfolio management, financial planning, and retirement consulting to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm combines cyclical and fundamental analysis with modern portfolio theory and quantitative methods, and incorporates Socially Responsible Investing (ESG) when requested.

Tyler Dawson is a financial advisor at Van Diest Capital with 24 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at firms including Transamerica Financial Advisors, Signator Investors, and Royal Alliance Associates. Outside of his advisory role, he serves as an elder and board member at Missionary Alliance Church, where he participates in teaching and public speaking. Van Diest Capital offers discretionary portfolio management, financial planning, and retirement consulting to individuals, high-net-worth clients, pension plans, charitable organizations, and businesses. The firm combines cyclical and fundamental analysis with modern portfolio theory and quantitative methods, employing both long- and short-term trading strategies and incorporating Socially Responsible Investing options upon client request.

Bryce Littler is a CFP® with three years of industry experience, currently serving as a financial advisor at Van Diest Capital. His prior roles include positions at WealthCharter Retirement Planning and Principal. In addition to his advisory work, he operates a tax and accounting practice through VDC Accounting, LLC. Van Diest Capital provides discretionary portfolio management, financial planning, and retirement consulting to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm’s investment approach integrates cyclical and fundamental analysis with modern portfolio theory and quantitative methods, utilizing a range of asset classes and incorporating ESG considerations upon client request.

William Bertran is a financial advisor at Van Diest Capital with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including OSAIC, Signator Investors, Transamerica Financial Advisors, and Life Investors. Bertran also serves as an elder at Missionary Alliance Church. Van Diest Capital provides discretionary portfolio management, financial planning, and retirement consulting to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm combines cyclical and fundamental analysis with modern portfolio theory and quantitative methods, offering a range of investment options and incorporating Socially Responsible Investing considerations upon client request.

Eric Dawson is a financial advisor at Van Diest Capital with over 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Royal Alliance Associates, Signator Investors, Transamerica Financial Advisors, and Life Investors Financial Group. Outside of his advisory role, he coaches boys' golf at a local school. Van Diest Capital offers discretionary portfolio management, financial planning, and retirement consulting to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm’s investment approach integrates cyclical and fundamental analysis with modern portfolio theory and quantitative methods, using a range of asset classes and incorporating ESG considerations when requested.

James Van Diest is a financial advisor with Van Diest Capital, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Dawson & Bertran Investment Advisors and Principal Financial Group. Van Diest serves on multiple nonprofit and young professional boards, including the Ankeny Young Professionals and the Phoebe Foundation Africa. Van Diest Capital provides discretionary portfolio management, financial planning, and retirement consulting to individuals, high-net-worth clients, pension plans, charitable organizations, and businesses. The firm’s investment approach integrates cyclical and fundamental analysis with modern portfolio theory and quantitative methods, primarily recommending equities alongside fixed income and alternative assets, and incorporates Socially Responsible Investing when requested.