Investment Management by Victory
We actively manage investment portfolios for our clients. We do so in a manner with as little conflict of interest as possible. Rather than get paid by commissions for specific products that we might buy or sell in a client’s account, our fee structure is based on an annual percentage that is openly and automatically deducted from the account on a quarterly basis.
As a result, we have no financial incentive to buy or sell any security in anyone’s account. As a matter of fact, because we make more money when the client makes more money, our financial incentive is more aligned with the financial well-being of our clients.
We use the custodial and securities clearing services of an independent firm (generally Schwab Institutional) as the platform (or mechanism) to hold and manage client portfolios. Our clients know that their assets are safe and independently accounted for while we go about our business of attempting to grow their net worth within the framework of their risk profile, return requirement and other objectives and constraints specific to them. |
