Van Grouw Advisors, LLC

Van Grouw Advisors, LLC provides discretionary asset management and portfolio management services to individuals, high‑net‑worth individuals, trusts, and estates, tailoring strategies to each client’s stated goals, time horizon, and risk tolerance. The firm documents client objectives, implements ongoing portfolio monitoring, and manages separately managed accounts on a discretionary basis.

The firm’s investment process combines fundamental and technical analysis and supports a range of strategies, including long‑ and short‑term holdings, trading, option writing (covered and uncovered), and the use of derivatives. Accounts are reviewed at least quarterly for allocation, rebalancing, and tax‑loss harvesting opportunities, and the adviser may debit advisory fees directly from client custodial accounts.

Noteworthy features disclosed in the brochure include explicit allowance for borrowing (margin) and the use of derivatives within separately managed accounts—practices that are less common among similarly supported firms—and a statement that fees may be billed on net asset value when margin is used. The firm’s principal maintains an affiliated CPA practice and also conducts broker‑dealer and insurance activities (disclosed as outside business activities and managed through conflict‑of‑interest policies and client disclosures), and the firm does not vote client proxies, relying on custodians to deliver proxy materials.