Our wealth advisors specialize in asset management and will customize your portfolio in order to cater to your individual needs. At VZN, we manage money with individuals in mind. This requires our team to manage towards your goals, versus towards a benchmark. While institutions may be pleased with a money manager that loses 40% but beats the S&P benchmark (which lost 43%), most individuals would not be inclined to add additional money based on that performance.
To understand your goals, we will ask many questions that may not have been posed to you before. Once understood, a program will be designed using a wide array of investments (both domestic and foreign) including:
- Stocks
- Mutual Funds
- ETFs
- Fixed Income
- Real Estate
- Private Equity
- Commodities
- Hedging techniques
- Other Alternative Investments
We recognize the need for strict confidentiality throughout our system. In today’s digital transferring of data and internet hacking, we have chosen to use a high level outside provider with extensive electronic security and bunker storage. We do not house your data on-site. Given the difficulties faced by some financial institutions and financial scandals of the past, our clients find comfort knowing their assets are custodied at either Schwab or Fidelity. Both are among the largest US financial institutions available and are constantly audited by a third party.
Our mission is to help you envision your future, entrust us with your goals and enable you to enjoy the present. We strive to eliminate the inherent worries that come with wealth and put you on a path where you can proceed knowing your future is secure.
