Investing
At Virtuevian Advisors, our Client relationships dictate how we address the respective investing style. The Client’s Risk Profile often guides our confidential Client conversations as we provide proper investment opportunity.
Wealth Managment
Our D3 Approach to Wealth Management, overlapping Dynamic Quantitative, Derivative Income, and Dividend Income Portfolios, strives to provide performance from any combination of our investment and trading portfolios. From our conservative Dividend Income Portfolios to our dynamic Derivative Income Portfolios, our intent to provide consistent results.
Active Portfolio Management
Dividend Income Portfolios
Our Dividend Income Portfolio holdings are designed to provide conservative streams of income through dividends to our Client’s accounts. Depending on the Fundamentals of a company, we selectively choose holdings while taking into account any specific choices our Client may have.
Dynamic Quantitative Portfolios
Our Dynamic Quantitative Portfolios use Exchange Traded Funds which are determined based on their historic and contemporary market performance. We incorporate quantitative, rules-based pattern scanning into our regular reviews to determine rebalancing for optimized results in our Client accounts.
Derivative Income Portfolios
For Clients with a higher risk appetite, our firm offers a discretionary Derivative Income Portfolio which may be a suitable addition to your overall financial portfolio. If a Client desires the opportunity for higher risk and higher reward, then our Full-Discretion trading Derivative Income Portfolio can be a perfect option to compliment our Client account portfolios.