Our approach is centered around communication and transparency. Work with our firm and you’ll know how your money is invested, and why.You’ll know how your accounts are performing, and you’ll know the fee you are paying.
Investment Planning
- Asset Allocation Review
- Income Stream Analysis
- Portfolio Fee Analysis
- Investment Management
- Tax Loss Harvesting
- Independent Manager Selection
Financial Planning
- Retirement Planning
- Estate Tax Reduction Strategies
- Family Gifting Programs
- Inheritance Planning
- Planning for Liquidity Events
- Social Security Claiming Strategies
Insurance Planning
- Annuity Performance
- Annuity Fee and Policy Review
- Life Insurance Needs Analysis
- Life Insurance Policy Review
- Long-Term Care Protection Strategies
Victrix Investment Advisors professionalshold the CFP®, CFA® charter, CPWA® and AIF® designations. How do these credentials benefit me as a client?
We believe expertise and continual learning differentiates some advisors from others. Our company principals and directors have pursued graduate-level training from either MBA school, professional designations, or both. This means your team of advisors has deep knowledge of personal financial planning, trust and estate administration, and securities analysis. Many competing firms outsource financial planning or investment selection to experts who work at company headquarters somewhere else. At Victrix Investment Advisors, ourCFP® (Certified Financial Planner), CFA® (Chartered Financial Analyst), andCPWA® (Certified Private Wealth Advisor®) experts are in-house. This means we are deeply engaged in the management of our clients’ assets because we do all the work ourselves. Our clients know we understand them individually, and this helps them feel comfortable hiring us as their family advisor.