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Why are we Different?

Wealth Management is an on-going process. You will have different financial needs and goals at different periods during your lifetime. As one goal is achieved, another will take its place. This is why we advise our clients to look over their financial plan annually - more frequently if major changes occur in your life. By reviewing your plan on a yearly basis, you can see what you have accomplished and how to revise planning steps or set new ones to achieve your desired goals. Our Wealth Management professionals can assist you in setting your goals and in designing and implementing the steps to reach them. Remember, the sooner you start planning for your financial future, the sooner you will reach these goals.

Access to investments engineered specifically for high net worth investors

At vFinance Investments, we invite you to become a “Partner” and share in our institutional products. Our goal is to provide high net worth investors access to investments traditionally unavailable to the private investor. We offer access to venture and hedge funds that take positions in private and public companies. Access to proprietary research and investor tools.

Access Success

If you’re a high net worth investor, consider the advantages of a financial institution dedicated to sharing these opportunities. vFinance Investments, Inc. offers access to a complete range of public securities, as well as private investment opportunities. These private opportunities are researched by our experienced investment banking team.

Best of all, as a client of vFinance Investments, you'll have secure online access to a personal home page with one-click delivery of stock data, mutual fund pricing and private deals that match your interests! Our goal is to maintain the highest standard of client service in the industry while providing you the tools needed to meet your financial objectives. Thanks to vFinance's advanced technology, every account holder has the opportunity to reserve a Personal Financial Web Page. This advanced "cockpit" is a secure online page filled your vital account information, current market data and powerful new controls that will assist you in making informed investment decisions.

How can I increase my ROI through alternative investments?
How can I mitigate the risk of emerging sectors?
What are the advantages of investing in a hedge or venture fund?
How do I buy shares in a public company at a discount to market?
What’s the most efficient way to sell my 144 stock?


 

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