# MW Investment Strategy

MW Investment Strategy is a Bank / Wealth / Trust based in El Dorado Hills, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** El Dorado Hills, United States
- **Region:** North America
- **Address:** El Dorado Hills, CA, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** https://vanhulzenadvisors.com/
- **LinkedIn:** linkedin.com/company/mw-investment-strategy-group

## Regulatory record

- **CRD number:** 118433
- **SEC file number:** 801-112626
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/118433

## About

MW Investment Strategy is an SEC-registered investment adviser in El Dorado Hills, CA, registered since 2018. The firm manages $43 million in regulatory assets. It has 6 employees and 6 investment advisers.

## People

- Matthew Warr — Principal & Founder

## Questions

### How is MW Investment Strategy compensated?

The firm operates as a fee-only fiduciary, charging asset-based advisory fees rather than earning commissions, placement fees, or product revenue. This structure is designed to align the firm's incentives with long-term portfolio performance and eliminates conflicts associated with proprietary product distribution. Specific fee schedules are structured on a per-relationship basis reflecting portfolio complexity and total asset levels.

## Related profiles

- [Mutuelle Générale des Affaires Sociales (MGAS)](https://altss.com/profile/mutuelle-g-n-rale-des-affaires-sociales-mgas)
- [MWM Group](https://altss.com/profile/mwm-group)

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Last updated: 2026-06-03T20:00:00.000Z

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