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