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It is nearly impossible for you to individually monitor the volatile financial markets, changing tax laws, and other developments that impact your personal finances. Our firm's financial services are designed to help you meet today's complex financial challenges head on and enable you to take responsibility for your financial future.

The Wealth Management Investment Process at vFinance Investments utilizes the very latest investment research in maximizing the returns of your portfolio. We diversify your assets to help you achieve your return objectives with a minimum amount of risk. Our approach uses multiple asset classes, multiple investment managers and multiple investment styles, all with the objective of taking the least risk (volatility) possible to attain your financial goals.

vFinance Investments provides a full suite of innovative products designed to put institutional-quality investments within reach of private, high net worth investors. The firm also offers access to private placements as well as the ability to invest in a full range of investment products including bonds, mutual funds, and options.

Securities in accounts carried by National Financial Services LLC (NFS), a Fidelty Investments company, are protected in accordance with the Securities Investor Protection Corporation (SIPC) up to $500,000 (including cach claims limited to $100,000). For details, please see www.sipc.org. NFS has arranged for additional protection for cash and covered securitied to supplement its SIPC coverage. This additional protection covers total account net equity in excess of the $500,000/$100,000 coverage provided by SIPC. Neither coverage protects against a decline in the market value of securities.

National Map of vFinance Offices

Investment Banking for Private Companies
Full Service Brokerage and Financial Planning
Institutional quality private investments
IPOs, common and preferred stocks
Investment Banking for Public Companies
Advisory Services
Bonds and Treasuries
Full-service account representatives
Online account access: 24/7/365
A toll-free help desk: (800) 266-8023


 

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