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Our Investing Philosophy
VIMA puts the needs of our clients first. We conduct detailed interviews to determine a comprehensive investment plan designed to fulfill the clients needs. VIMA develops a personal financial analysis for each client and creates and manages portfolios designed to fit in our disciplined guidelines.
Along with maximizing risk-adjusted returns, we also keep in mind minimizing fees and managing assets in a tax-efficient manner. Using such low-cost investment programs, including Exchange Traded Funds (ETFs), is just one way VIMA creates opportunities for tax-efficiency and fee-reduction.
Albert Einstein once stated “The most powerful force in the universe is compound interest,” which he believed was truly the “Eighth Wonder of the World.” By reducing fees and taxes, the client retains their own money for future investments.
VIMA is a fee-only investment advisor. Our services and incentives are designed to work perfectly with each client's goals. When our clients succeed, we succeed. Unlike our competitors, VIMA has no products to sell. VIMA charges investment management fees as a percentage of client assets under management, so VIMA's financial success is closely tied to the growth of our clients’ assets.
VIMA holds a strong belief that our proven, disciplined financial process, which focuses mainly on managing tax efficiency, maximizing risk-adjusted returns, and providing competitive fees can lead all our clients to success.
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