Frequently Asked Questions
Find quick answers to common questions about Van Diest Capital’s services, process, and policies.Are you a fiduciary?
The simple answer should be, yes. It should be yes because that means your advisor is legally required to abide by the highest level of duty to their clients and hold their client’s financial interest above their own.
Here at VDC we are happy to say we are fiduciaries.
How often do you meet with your clients?
This is an important question because this cadence should align with your desires and the ongoing advice/monitoring you receive should correlate with the type of services you are receiving.
At VDC we meet Quarterly, two Semi-Annual Reviews with 1 Annual Wealth Strategy Meeting and 1 Full Review (60 minutes in length, in-person/Zoom), and two quarterly Touch Bases (15-30 minutes in length, in-person/Zoom/phone). As well as ongoing investment monitoring and rebalancing, ad hoc availability and check-ins, end of year tax planning, and estate planning reviews.
What kind of technology does your firm use?
The industry continues to evolve and the client experience only continues to get better so being at the forefront of technology to ensure the best output for the end client is of ever importance.
VDC covers all of the basics with eSigning, virtual meeting availability via Zoom, online financial planning portal and software, secure data aggregation systems, and a custodial platform in Altruist that continues to push bounds forward in offerings and UX for the end user. There are others but these are the main pieces today that we look to continue optimizing and expanding upon.
What does your firm specialize in?
The advisor(s)’s background and skill sets play a huge role in what their firm may really focus on, and making sure the two align are of ever importance so that you see the value you believe you are paying for.
At VDC, we focus on accredited individuals, their families and family offices as well as businesses because we hold a great depth of knowledge across the technical intricacies of investments, business strategy and optimizing wealth accumulation across both public and private markets. As the industry shifts towards greater and greater desires for alternatives and diversifying returns, having an in-depth guide on all areas of investing is a large differentiator for us at VDC.
What is your investment minimum?
Understanding what firm is the best fit for you and your needs is vital and you should be able to identify that upon your first interactions with a firm and the information they broadcast publicly.
At VDC, we place huge emphasis on aligning incentives with our clientele. We don’t currently have a hard asset minimum but under $150,000 of assets we do have a $1,500 annual minimum in the form of Wealth Planning to ensure that our time and yours is matched with exceptional service and output.