|
Welcome to Nordberg & VanDenBerg, Inc. Nordberg & VanDenBerg, Inc. is a Registered Investment Advisor. In June 2007, Nordberg & VanDenBerg, Inc. were given the approval by the SEC to establish and maintain a Registered Investment Advisory Firm.
Eric Nordberg and Curt VanDenBerg have over 40 years combined experience in providing investment planning advice. Today, they specifically run portfolio management for individuals, trusts, endowments and foundations.
Our emphasis is to provided continuous monitoring of investment portfolios, with the most crucial aspect being risk management. Risk management requires the consistent work and ability to identify appropriate asset classes to build portfolio models consistent with current economic conditions.
Nordberg & VanDenBerg, Inc. Registered Investment Advisors is a fee based only firm. Our current clients hold assets at Raymond James Financial. Statements are provided directly from Raymond James Financial. Our agreement with you is to act as discretionary advisors to create and maintain sophisticated portfolio models consistent with your investment objectives.
We are not market timers or individual stock for our clients. We will react to "trends" in the markets and the economy. We rely on mutual funds and EFT's (exchange traded funds) for most of the model portfolios that we develop. We can and will use any type of financial instrument available through Raymond James Financial. Change in our portfolios are only done after extensive research and concensus between Eric Nordberg and Curt VanDenBerg.
|
Privacy Policy
