Home Privacy Policy Disclosure Strategy Investment Process Insights About Us Contact

Quick Links

 Raymond James Investor Access

 

 Streetscape Account Access

 

 Market Indexes

 

 Privacy Policy

 

 Disclosure

Welcome to Nordberg & VanDenBerg, Inc.

Welcome to Nordberg & VanDenBerg,Inc., a fee-based Registered Investment Advisor since June of 2007.

Our firm has two principles, Eric Nordberg and Curt VanDenBerg, with over 35 years of combined experience in providing investment advice. We manage both retirement and non-retirement accounts for individuals, as well as assets for trust accounts, endowments and foundations, profit sharing plans, 401(k) plans, and a variety of small-business retirement plans.

Our approach to investing is very different from many in the investment community. We believe that the most important part of the ongoing investment process is risk management. A great deal of our research focuses on identifying, assessing and prioritizing areas of risk so that we can take steps to minimize or eliminate the potential for those areas to negatively affect our client's portfolios.

In the process of building and managing our client's accounts we use a "Tactical Asset Allocation" approach. While we believe that it is very difficult to achieve consistently good performance using either a "buy and hold" or an "active trading" strategy, we believe that a moderately active strategy like "Tactical Asset Allocation" is beneficial to our client's investment success. Our goal in using this strategy is to create additional value to our clients by periodically rebalancing accounts as well as taking advantage of certain "special situations" in the marketplace that present themselves from time to time.  Please review the Strategy section for more information on Tactical Asset Allocation.

 

.

Recommended Reading

"Changing the Rules in the Middle of the Game" by John Mauldin

"Print or Perish" by John Mauldin

"The Fed Audit" by U.S. Senator Bernie Sanders (VT)

"November/December Economic Report" by Simon Hunt

"60 Minutes Report on Congressional Insider Trading" by Steve Kroft

 

 

 

 

 

 

HomePrivacy PolicyDisclosureStrategyInvestment ProcessInsightsAbout UsContact
 

Copyright (c) 2005 Nordberg & VanDenBerg, Inc. All rights reserved.  Securities offered through J.W. Cole Financial, Inc. Member FINRA(www.finra.org)/SIPC(http://www.sipc.org/). AdvisoryServices offered through Nordberg & VanDenBerg, Inc. J.W. Cole and Nordberg & VanDenBerg are unaffiliatedentities

Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Nordberg & VanDenBerg, Inc. are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.  Therefore, a response to a request for information may be delayed.  No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.  Please note that not all of the investments and services mentioned may be available in every state.