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Our Mission
At Virginia Asset Group, we help our clients manage financial risk and provide products to help them achieve a brighter financial future. We are dedicated to you, your aspirations, and to providing solutions focused on what matters the most to you.
Introduction
In 2004, Virginia Asset Group was created when Darin realized that he wanted to be a part of a firm that put the client-broker relationship first. Darin’s vision for Virginia Asset Group occurred when he was told by his supervisors to let go of his smaller clients in order to focus his complete attention on bigger accounts in the area. Having built most of these relationships by going door to door and introducing himself, Darin was unwilling to let go of any of his clients and decided that a broker should be able to work with any client, big or small, because it is the relationship that matters most.
At Virginia Asset Group, we believe that every story matters and that through dedicated service we can manage risk, allowing our clients to aspire for more. Our team provides comprehensive coverage, makes the process simple, is always available to answer questions and helps you feel confident about the journey ahead. We encourage you to meet our team and see what we are all about at Virginia Asset Group.
Our Philosophy
Experience has taught us that there is a higher probability to achieve investment success through an unwavering commitment to a set of clearly defined investment principles. These principles define Virginia Asset Group’s investment philosophy, and serve as a platform for every portfolio we design for our clients.
We do not time the market—we stay in the market for the long run, collect the growth and dividends, and keep our eye on the horizon which is our client’s goal. As a client of ours you will receive sound wealth planning and insightful investment management so that you can focus on yourself, your family, your career, and your retirement.
Whether your portfolio’s goal is aggressive growth or capital preservation, or somewhere in between, the guiding investment principles that we adhere to are:
- Strategic and Tactical Asset Allocation provide the foundation to managing the long-term risk and return of a portfolio.
- Low cost investing through the use of low-expense no-load mutual fund families, ETF’s, and index funds are preferred.
- Rebalancing portfolios on a consistent basis should reduce risk and increase returns over time.
- A mandate to uphold an unbiased, objective, and advocacy roll.
Our Locations
Company Timeline
ACCOMPLISHMENTS OVER THE YEARS
2004
Darin Ely opened Virginia Asset Group and is joined by support staff. Darin opens Virginia Insurance Agency Solutions to provide insurance product solutions for our clients. Darin receives Hampton Roads Top 40 Under 40 Award. Darin achieved the Bankers Investments/Infinex Investments Pacesetter Award, which recognized advisors in the top 5% of producers within the firm. In addition, Darin was recognized as being the Charter Member of the Top Producers Club for Bankers Investments/Infinex Investments. Virginia Asset Group employees are involved in the community, representing three Board appointments, including the Chesapeake Community Services Board and the Hickory/Great Bridge YMCA.
2005
Allan Berman joins the firm as a Financial Advisor. Darin Ely receives the Bankers Investments/Infinex Investments Top Producer Award as well as the Pacesetter Award. Virginia Asset Group employees are involved in the community, representing four Board appointments and charitable involvement through both corporate sponsorships as well as volunteering.
2006
Richard McMillan joins the firm as an Account Vice President. Darin Ely receives the Bankers Investments/Infinex Investments Top Producer Award as well as the Pacesetter Award. Virginia Asset Group employees are involved in the community, representing six Board appointments. The company, as well as individual employees, supported multiple charities in our community through both corporate sponsorships as well as volunteering for the Chesapeake Parks and Recreation, YMCA, and PIN (People in Need).
2007
Added Independent Life and Health Insurance Agents. Infinex Investments, Inc. acquires Bankers Investments, LLC. Darin Ely receives the Bankers Investments/Infinex Investments Top Producer Award as well as the Pacesetter Award. Company-wide, our advisors were recognized with over 10 production awards from various companies including: Pacific Life Advisory Council and the Hartford Chairman's Club. Virginia Asset Group employees accounted for seven community Board appointments. The company supported multiple charities, including our first major sponsorship of a charity by being the title sponsor for PIN (People in Need), which serves the homeless in Virginia Beach.
2008
Emily Robbins joins the firm as a Financial Advisor and Lewis Goode joins the firm as a Registered Investment Advisor. Darin Ely receives the Infinex Investments Top Producer Award. Company-wide, our advisors were recognized with 14 production awards from various companies. Our employees accounted for seven community Board appointments and were the title sponsors for two major charitable events. Virginia Asset Group formerly recognizes charitable involvement to be a core tenant of our company.
2009
Darin Ely receives the Infinex Investments Top Producer Award. Darin also received recognition as an Elite Advisor with Infinex Investments. Company-wide, our advisors were recognized with over 15 productions awards from various companies. Our employees accounted for 8 community Board appointments and, along with multiple charitable events, held our first "Tides Night", our first event for clients to enjoy a baseball game with catering on the Party Deck at Tides Park.
2010
Chris Jennings joined the firm as an Account Vice President. Emily Capps joined the firm as a Client Service Associate. Jim Slaughter joined the firm as the Director of Business Development. This is the first year the group won an award: Virginian Pilot Gold Award for "Best of the Beach" for Financial Planning. Darin Ely receives the Infinex Investments Top Producer Award as well as being recognized as an Elite Advisor with Infinex Investments. Company-wide, our advisors were recognized with over 15 production awards from various companies. Our employees accounted for 8 community Board appointments and supported multiple charitable events, including being the title sponsor for "Ping Pong for Poverty" to support People in Need.
2011
Richard McMillan is promoted to Senior Vice-President of Virginia Asset Group. Darin Ely receives the Infinex Investments Top Producer Award. Richard McMillan and Darin are recognized as Elite Advisors with Infinex Investments. Company-wide, our advisors are recognized with over 15 production awards from various companies. Our employees account for 8 community Board appointments and continue our tradition of charitable involvement by supporting multiple charities through both sponsorships and volunteering. Darin was recognized by the Virginia Beach Adult Learning Center for 15 years of teaching Investment Classes for the City.
2012
Virginia Asset Group wins the Virginia Living Magazine Best Financial Planning Firm for the 1st time. Darin Ely receives the Infinex Investments Top Producer Award. Richard McMillan and Darin Ely are recognized as Elite Advisors with Infinex Investments. Company-wide, our advisors are recognized with over 15 production awards from various companies. Our employees account for 9 community Board appointments and continue our tradition of charitable involvement by supporting multiple charities through both sponsorships and volunteering.
2013
Darin Ely receives the Infinex Investments Top Producer Award. Richard McMillan and Darin Ely were recognized as Elite Advisors with Infinex Investments. Company-wide, our advisors were recognized with over 15 production awards from various companies. Our employees accounted for 9 community Board appointments and continued our tradition of charitable involvement by supporting multiple charities through both sponsorships and volunteering. For the first time, we were the title sponsors at three major charitable events.
2014
Jason Sherwood joins the firm as an Account Vice President and Mark Castonguay joins the firm as a Client Service Associate in the first satellite office for the company. The new office is located in Nags Head, NC. Erin Sons joins the firm as a Client Service Associate in the Virginia Beach, Va. office. Virginia Asset Group wins the Virginia Living Magazine Best Financial Planning Firm Award for the 2nd time. Darin Ely receives the Infinex Investments Top Producer Award. Richard McMillan and Darin Ely are recognized as Elite Advisors with Infinex Investments. Company-wide, our advisors are recognized with over 15 production awards from various companies. Our employees account for 10 community Board appointments and continue our tradition of charitable involvement by supporting multiple charities through both sponsorships and volunteering.
2015
Chris Anders joins the firm as an Account Vice President. Virginia Asset Group wins the Virginia Living Magazine Best Financial Planning Firm Award for the 3rd straight year of the Award being given. Darin Ely receives the Infinex Investments Top Producer Award. Richard McMillan and Darin Ely are recognized as Elite Advisors with Infinex Investments. Company-wide, our advisors are recognized with over 15 production awards from various companies. Our employees account for 10 community Board appointments and continue our tradition of charitable involvement by supporting multiple charities through both sponsorships and volunteering. joined Virginia Asset Group.
2016
Virginia Asset Group wins both the Coastal Virginia Magazine Reader's Choice Award for the Best Financial Planning Firm as well as the Virginia Living Magazine Best Financial Planning Firm Award. This marks the 4th year in a row the firm has won the Virginia Living Magazine Award. Matt Anders joins Virginia Insurance Agency Solutions as an insurance agent. We are looking forward to what the rest of 2016 has to bring.
