INVESTMENT PROCESS

At Nordberg & VanDenBerg we build portfolios using a combination of mutual funds, exchange traded funds, bonds, alternative investments, CDs and occasionally individual stocks when appropriate. Today we see the potential for more risk in both the equity and fixed income markets than many commentators in the mainstream media. Because of our concerns we believe that it is critically important at this juncture to avoid over-exposure to any one sector or asset class. Portfolios which are highly concentrated carry significantly more risk of loss, as many investors experienced early in this decade when technology stocks dropped dramatically in price.

 

Ongoing review and analysis of portfolios takes place at regular intervals to review each position, analyzing their performance compared to the appropriate benchmark. While we proactively manage our client's portfolios we are not day-traders, nor do we "sector bet" the market. Our macroeconomic outlook drives our asset allocation strategies and helps us to determine each client's portfolio composition based on their risk tolerance and long term objectives.

 

"Our goal is to employ specific asset allocation strategies to help our clients achieve less volatile, more predictable returns. We closely monitor large economic trends, but do not allow daily business headlines or economic news to change our allocation strategies." - Curtis VanDenBerg: Registered Principal

 

Most of our clients and prospective clients have discovered Nordberg & VanDenBerg, Inc. through a referral. We work with other business professionals such as CPA's, accountants, and estate planning attorneys, who understand exactly how we help individuals and businesses by employing our asset allocation and portfolio managment strategies. Of course, our best source of growth has been our satisfied clients. 

 

Whether you oversee an endowment, foundation, family trust or your own personal savings, we provide information and guidance to help you make the best decision for your money. We encourage you to contact us for a review of your current portfolio.

Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Nordberg & VanDenBerg, Inc. are disclosed on this site, may only conduct businesswith 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 providedon 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 anyjurisdiction 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 andservices mentioned may be available in every state. Copyright (c) 2005 Nordberg & VanDenBerg, Inc. All rights reserved. Securities offered through J.W. Cole Financial, Inc. Member FINRA/SIPC. Advisory Services offered through Nordberg & VanDenBerg, Inc. J.W. Cole and Nordberg & VanDenBerg are unaffiliated entities.
 
The information contained on this website does not purport to be a complete description of the securities, markets, or developments referred to in this material. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Information and strategies presented should not be construed as a guarantee of meeting stated objectives. Any opinions are those of Nordberg & VanDenBerg, Inc. and not necessarily those of J.W. Cole Financial, Inc. Expressions of opinion are as of this date and are subject to change without notice. This information is not intended as a solicitation or an offer to buy or sell any security referred to herein. Investments and strategies mentioned may not be suitable for all investors. Copyright (c) 2005 Nordberg & VanDenBerg, Inc. All rights reserved.
 
Securities offered through J.W. Cole Financial, Inc. Member FINRA/SIPC. Advisory Services offered through Nordberg & VanDenBerg, Inc. J.W. Cole and Nordberg & VanDenBerg are unaffiliated entities.