About Us

Virtuevian Ventures is a Texas based Registered Investment Advisor located in Houston, Texas

Our Mission

At Virtuevian, our mission is understand our Client’s needs and goals to provide customized support from both our business experience and market insights. By building and maintaining sound business relationships, we can adapt quickly to accommodate our Client’s ever changing needs and challenges.

Our Vision

Our vision at Virtuevian includes being our Client’s asset ourselves. From consulting and advising in a Client’s business operations to protecting their wealth in a dynamic market, we at Virtuevian Advisors strive to add value in our Client relationships.

Our Client Account Benefits

At Virtuevian our Client/Company accounts benefit from leading custodial technology. Our client accounts benefit from custody providing both SIPC and FDIC insurances and our real-time market research, investing and trading with market precision..

Bank Agnostic

Acting as a financial quarterback, we at Virtuevian work with any and all of the banks our Clients may have. We strive to provide seamless fund movement to insure optimal liquidity and access for our Clients to needed funds. It can be important to a Client to have multiple banks to compliment their Virtuevian account for additional security considerations.

Account Security

We protect our Client/Company account’s cash and securities through SIPC and FDIC insurance. We utilize Program Banks of $250,000.00 to sweep funds among for FDIC Insurance up to $2.5 million. The first layer of protection is the standard level of SIPC insurance which covers the value of securities and cash in our Company/Client accounts up to $500K ($250k of the total coverage can be applied to our Company/Client account cash).

Cash Interest

Clients may earn interest on long-settled cash balances. Accounts with a Net Asset Value (NAV) of USD 100,000 (or equivalent) or more are paid interest at the full rate for which they are eligible. Accounts with NAV of less than USD 100,000 (or equivalent) receive interest at rates proportional to the size of the account. There will be no interest paid on the first USD 10,000 of cash. Please note that interest is earned on long-settled cash balances held in the securities segment of an account but not on cash held in the commodities segment.

Securities Backed Lending

We provide the most competitive margin lending on the globe. This can be very important to a Client needing access to their capital while not disturbing their market portfolio performance.

Additional Insurance

We don’t stop at the base level of SIPC protection. Through a policy with Lloyd’s of London, we also provide protections in excess of SIPC insurance. The additional protection covers our Company/Client accounts up to $30 million (with a cash sublimit of $900k) subject to an aggregate limit of $150 million.

Tax Mitigation

We can partner with your accountant or tax professional to get a greater understanding of your liabilities in order to manage your portfolio in a tax-efficient manner.

Access to Banking Products

Through our relationship with your custodian, Interactive Brokers, we provide access to banking products such as debit cards, allowing instant access to your available funds as you may need them.

One Free Monthly Wire

Access to Client funds by Wire is allowed one-time cost free every month. A nominal charge is assessed if additional bank wires are required.

24/7 Account Access

Our Clients have 24/7 access to their accounts anytime through our Client Login box provided conveniently in the upper right hand corner of our Home Screen.