To provide quality financial advice, measured by our ability to fulfill client objectives and our aspiration to surpass their expectations.
The people we serve become our friends as well as our clients. Knowing their family, goals, concerns and lifestyle prepares us to deliver meaningful results. It is our continuous desire to be prepared.
ACTIVE MONEY MANAGEMENT
Active Management: “Investment management where the portfolio manager actively makes investment decisions and initiates buying and selling of securities in an effort to maximize return…”1
Investing: “To commit (money or capital) in order to gain a financial return”2
We do not require a minimum investment to become a client of VIP Advisors. We have developed a niche in the market the big Brokerage Firms do not want to deal with. If you are just starting to invest, we will help you. If you have a small orphaned 401(k) account at a previous employer, we will roll it over into an IRA and manage it for you. If you need Financial Advice on what to do next, we want you as our client. You earned your money the same way we have, one dollar at a time.