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Business Description |
| We’re a leading multi-family office who acts as an unbiased source of financial advice for business owners, executives, and their families. We integrate investment consulting with tax planning, asset protection, estate planning and charitable giving; using our five step process. We coordinate the efforts of our expert team to focus on our clients' unique needs. Our business is limited to a select group of successful entrepreneurs and their families. This allows us to focus our resources on their unique opportunities and challenges. Would you be interested in exploring whether or not we would be the right firm for you? |
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General Information |
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| Insurance License#: |
oco4353
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| Name of Broker/Dealer: |
NA
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| Name of Custodial Firm: |
TDAMERITRADE/SCHWAB
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| States Licensed in: |
SEC NATIONAL REGISTRATION
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| States Willing to do Business in: |
ALL
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| Years of Experience in Financial Services: |
15
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| Number of Years with Current Firm: |
10
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| Work Experience: |
Christopher P. Van Slyke is a partner and co-founder of Trovena, LLC, a multi-family office that provides a unique brand of financial advice to successful entrepreneurs, executives and their families. A CERTIFIED FINANCIAL PLANNER practitioner, Mr. Van Slyke is also a full member of the National Association of Personal Financial Advisors (NAPFA), an exclusive organization of highly qualified fee-only advisors.
Christopher has been active in the financial community of Southern California since 1992 when he began his career in financial services at Trust Company of the West (TCW) in Los Angeles. Since 1996, Mr. Van Slyke has been an independent, fee-only, financial advisor and entrepreneur. Mr. Van Slyke is a past member of the Board of Directors of The Financial Planning Association of San Diego and Los Angeles. He currently serves as president-elect for the Western Region Board of Directors for NAPFA.
Mr. Van Slyke holds a BA in Finance from the The University of Texas at Austin as well as an MBA in Finance from the The University of Southern California.
He has been quoted or published in The Wall Street Journal, The San Diego Union Tribune, Financial Planning, Smart Money, Financial Advisor, Boomer Market Advisor, MSN Money, Wealth and Retirement Planner, thestreet.com, Bloomberg Wealth Manager, the Del Mar Times, Money Magazine, and MorningstarAdvisor.com. Visit our Media Center to see Mr. Van Slyke in the news.
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| I work with the following types of clients: |
Non-Profit Organizations, Individual Investors, Businesses
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| Foreign Languages Serviced: |
Spanish,
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Education |
| Academic Background |
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BA, Finance - University of Texas at Austin (1990 )
MBA, Finance - University of Southern California (1996) |
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Services |
| Investment Types: |
Real Estate, Options & Futures, Bonds, Exchange Traded Funds (ETFs), Alternative Investments, Mutual Funds, Commodities, Insurance, Annuities, Stocks, Socially Responsible Investments (SRI)
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CERTIFIED FINANCIAL PLANNER™ Certificant
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| Securities Licenses: |
Series 66, Series 63, Series 7
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| Insurance and Annuity Licenses: |
Disability, Health, Life
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| Financial Organization Memberships: |
National Association of Personal Financial Advisors (NAPFA), Paladin Registry
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Firm Information |
| Number of Advisors in Office: |
10 - 99 employees
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| I work with clients as part of a team: |
Yes
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| Firm's Number of Clients: |
200
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| Firm's Number of Planning Clients: |
100
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| Firm's Number of Managed Clients: |
200
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| Assets Managed by Firm: |
350000000
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| Advisor's Number of Clients: |
50
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| Advisor's Number of Managed Clients: |
50
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| Advisor's Number of Planning Clients: |
50
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| Assets Managed by Advisor: |
350000000
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Compliance |
| Registered Investment Advisor: |
Yes
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| Investment Advisor Representative: |
Yes
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| I am an acknowledged fiduciary: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-only financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$250000
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| Compensation Methods: |
Based on Assets
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| Fee % Based on Assets: |
.7
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| Prepared By: |
Christopher Van Slyke, CFP® |
Frequently Asked Questions |
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Do you have a customer satisfaction or refund policy? |
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100% satisfaction guaranteed |
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What are your qualifications? What is your education background? |
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CERTIFIED FINANCIAL PLANNER, MBA Finance- USC, BA Finance- University of Texas at Austin |
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What is your approach to financial planning? |
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Take a broad inventory then focus on areas of greatest need. |
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What services do you offer? |
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Comprehensive wealth management. Investment consulting, estate planning, tax planning, asset protection, and charitable strategies. |
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How many clients do you currently manage? |
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Will you be the only person working with me? |
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We have a team of specialists. |
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| Q. |
How are you compensated? How will I pay for your services? |
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Percentage of assets we manage. |
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If you are going to manage my account, will you obtain my permission every time you buy or sell something? |
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Only if we want to do something outside of your written investment policy statement. |
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Do you offer any guaranteed results? |
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How much risk should I be willing to take? |
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Depends on you and your circumstances |
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Have you ever been charged with any breaches? |
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