Michael V. Berlau
Michael V. Berlau - A Dynamic “Supercharge Investing” Market Approach
Since 2006, Michael V. Berlau has served as investment adviser representative with Royal Fund Management and provided fee-based fiduciary services that meet the needs of dual-income families and high-earning professionals. Representative clients have in excess of $2 million to invest and are focused on performance-driven strategies that provide an alternative to traditional wealth management models. Michael V. Berlau’s “Supercharge Investing” approach is options-driven and features dynamic risk management, rather than a conventional “set and forget” approach.
Mr. Berlau’s data-driven philosophy involves careful consideration of factors such as retirement readiness and tax efficiency. Through static diversification and evidence-based research, he provides a strong foundation for building wealth that persists across the generations. He coordinates his customized planning with attorneys, insurance specialists, and accountants, and educates clients on the ins and outs of rebalancing options in plain, understandable terms.
Michael V. Berlau holds an MA earned at the University of Missouri in economics and was active with the honor society Omicron Delta Epsilon. He has earned recognition from Royal Fund Management as Economics Advisor of the Year and is a Kansas Music Hall of Fame Inductee.
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Overland Park, KS US