Comprehensive Financial Coverage from a Trusted Source
Virginia Asset Group offers the expertise and services you’d expect from a Wall Street firm, delivered with the devotion and personalized attention of a community firm. Whether it’s mutual funds or just understanding the stock market, we guide you with the best investment advice available. We also help you invest in Roth IRAs and fixed annuities.
Whether you’re just starting out or approaching your retirement, we can provide the solutions to your financial situation. In fact, you can count on us for most every aspect of your financial life. That includes building a portfolio, establishing an annuity, designing a retirement plan, reducing your tax exposure, saving for a college education, maximizing your employee compensation plans, or opening an insurance policy. And, Virginia Asset Group also helps small companies preserve and grow their business.
Our diversity allows us to fill financial gaps other firms might miss, reduce costs by eliminating overlapping coverages, and create more effective investment synergies. Plus, it saves you the headaches of dealing with multiple financial firms, and trying to coordinate all your accounts.
Our Investment Philosophy
Virginia Asset Group believes in a balanced, disciplined approach to investing. While we emphasize value, we invest in companies of all market capitalization sizes and sectors, and can include foreign stocks, international mutual funds, bonds, and options in your holdings.
However, we structure each portfolio according to the needs and goals of the individual client. And, unlike most financial services firms, we personally manage each portfolio, instead of treating all portfolios with the same broad system. Simply put, this extra effort and attention tends to yield better results for our clients.
We’ve developed a reputation for strong performance with less portfolio volatility, even during turbulent market periods. That’s part of the reason why Virginia Asset Group has been recognized locally for our success and our advisors have been interviewed by numerous industry publications.
We support investors in Virginia Beach and the North Carolina Outer Banks, so why not write us today or call one of our office locations to learn more about how we can fulfill your financial needs?
- Mutual Funds
- Stocks
- Government Bonds
- Corporate Bonds
- Options
- Unit Investment Trusts (UITs)
- Self-Directed IRAs
- Roth IRAs
- Roth IRA conversions
- 529 College Savings Plans
- Employee Compensation Plans
- Trust Accounts
- Revocable Living Trust
- Real Estate Investment Trust (REIT)
- Asset Allocation Accounts
- Fixed Annuities
- Variable Annuities
- Term Life Insurance
- Whole Life Insurance
- Disability Insurance
- Health Insurance
- Long-Term Care Insurance
- Alternative Investments
- Investment Advisory Accounts
- Retirement Planning
Mutual Funds
- Money Market Funds
- Short-to-Long-Term Bond Funds
- Government Bond Funds
- Balanced Funds
- Income Stock Funds
- Growth Stock Funds
- Aggressive Stock Funds
- International Funds
