Custom Solutions
Customized portfolios:
- Multiple management styles can be combined into one account
- Income requirements
- Tax situations
- Taxable Fixed Income and Municipal Fixed Income Strategies are available
- Concentrated holdings
- Risk tolerance
- Collaborate with outside advisors, trustees, lawyers, accountants, etc.
- Environmental, Social and Governance (ESG) investment options
Relationship Management
- Customized to suit unique needs of families and individuals
- Limited relationships per manager ensures accessibility
- Long-tenured client relationships span many decades
Portfolio Management
- Asset class selection to fit each investor’s profile
- Conservative culture emphasizes preservation of capital and income generation
- Experienced asset class portfolio managers
- Access to VictorWealth resources
For Institutional Solutions: Minimum account size is $1 million