VAN LEEUWEN RETIREMENT & INVESTMENT SERVICES

Overview

Van Leeuwen Retirement & Investment Services is an independent registered investment adviser that provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm, organized as a corporation and SEC-registered since 2017, serves both individual and family clients and institutional clients. Its fee model mixes percentage-of-AUM billing with hourly and fixed-fee engagements, which supports both ongoing fiduciary portfolio relationships and project-based planning work. On the investment side the firm tilts toward pooled public vehicles rather than concentrated single-stock bets. It manages discretionary portfolios for most clients and implements third-party alternative managers when clients need exposure beyond public markets. The firm does not operate as an internal capital allocator running proprietary alternative strategies; instead, it places client capital with external managers across several alternative categories.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices