Investment Management
Comprehensive and Customized Wealth Management Services
Aldrich Wealth is passionate about investment performance.
Our clients can be confident in our firm’s investment philosophy founded on independence, unrestricted investment access, and a disciplined approach. Our investment recommendations include a combination of passively managed index funds and actively managed funds where the investment manager oversight is beneficial to our clients. Furthermore, our investment management services are powered by a team of investment professionals experienced and credentialed to design well-balanced portfolios.
Our Investment Philosophy
We are independent with respect to investment recommendation. We do not accept compensation from investment firms or custodians that is not always credited back to your plan.
We are unrestricted from using virtually any investment product available. By working with large, independent custodians to maximize the fund selection universe, we do not have a bias toward any fund family or proprietary product.
We maintain a disciplined approach to selecting high-quality investment managers and products. All products must meet strict quantitative and qualitative criteria. Our investment committee reviews and approves all products and strategic initiatives.
Our investment recommendations are designed to enhance participant account performance and minimize the trustee’s fiduciary risks.
Meet Our Professionals
Partner + Chief Investment Officer
Darin Richards, CFA®
Aldrich Wealth LP
Darin has been the CIO of Aldrich Wealth since 2004, where he spearheads the development and implementation of the firm’s investment philosophy, guides the investment committee, and co-manages the private wealth team. Darin has made over 50 appearances as a guest on CNBC Power Lunch and has been quoted in several publications, including The Wall… Read more Darin Richards, CFA®
Darin's Specialization
- Series 7 and 63 security exams
- Chartered Financial Analyst (CFA®)
President + CEO
Heather Wonderly, CPFA™, AIF®
Aldrich Wealth LP
Heather has 23 years of experience providing guidance to 401(k) retirement plan committees and helping clients understand investments, compliance, fiduciary responsibility, and administration for corporate retirement plans. In the fall of 2024, after nearly 20 years at Aldrich Wealth, she was named President and Chief Executive Officer, leveraging her extensive industry specialization in her new… Read more Heather Wonderly, CPFA™, AIF®
Heather's Specialization
- Certified Plan Fiduciary Advisor (CPFA™)
- Series 7 and Series 66 security exams
- Accredited Investment Fiduciary (AIF®)
- Corporate retirement plans
Managing Director of Private Investments
Chris Van Dyke, CFA®, CAIA
Aldrich Wealth LP
Chris Van Dyke has over twenty years of experience in the financial industry. Since joining Aldrich in 2020, he works primarily with high-net-worth individuals, endowments and foundations, and corporate retirement plans. His role supports the firm’s investment research efforts across both traditional and alternative investments. Chris finds tremendous fulfillment in working with individuals and organizations… Read more Chris Van Dyke, CFA®, CAIA
Chris's Specialization
- Wealth management
- Chartered Financial Analyst (CFA®)
Senior Investment Strategist
Joe Hutchinson, CFA®, CAIA®
Aldrich Wealth LP
Joe is a Senior Investment Strategist with extensive experience in portfolio management, investment research, and due diligence, developing tailored strategies that align with client goals through market analysis, risk management, and asset allocation. Before joining the firm, Joe was an institutional investment consultant at an investment consulting firm specializing in Taft-Hartley pension plans. He has… Read more Joe Hutchinson, CFA®, CAIA®
Joe's Specialization
- Investments
Senior Investment Analyst
Morgan McFadden
Morgan McFadden joined Aldrich Wealth in 2022 with experience in private credit management research and investment analysis. Morgan received his bachelor’s in geology from Portland State University. During his first professional career, Morgan developed a passion for the investment industry after he began creating his own retirement portfolio. This led him to obtain his MBA… Read more Morgan McFadden
Morgan 's Specialization
- Investment manager research – private credit investments
- Business Development Companies
2026: Q1 Review and Q2 Outlook