Timothy Craig Steenwyk

Overview

Timothy Craig Steenwyk operates a small, sole‑proprietor advisory practice that serves individuals, families and some institutional clients with a fee model based on a percentage of assets under management. The firm's active work is portfolio management for individuals and small businesses, with a clear preference for equity exposure. The RIA is not positioned as a capital allocator, does not identify as an active ESG investor, and manages its business from a compact, regional footprint. Investment activity centers on publicly traded equities, deployed through exchange‑traded instruments and separately managed equity mandates. The firm’s approach is equity‑first: client portfolios are built around traded equities (broad market and potentially single‑name holdings or sector tilts), with real estate exposure handled via third‑party alternative managers rather than through direct private operating activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices