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How does the advisor help clients – Key Takeaways:
VIA NOVA INVESTMENT MANAGEMENT is a top-performing financial advisory firm that provides expert guidance and services to clients looking to achieve their financial goals. Their team of experienced advisors utilize their financial knowledge and expertise to help clients make informed decisions about their investments and manage their wealth effectively.
Facts and Insights
VIA NOVA INVESTMENT MANAGEMENT has been in business for over 20 years and has built a strong reputation for its research-based approach and personalized solutions for clients. As of 2020, the firm manages over $5 billion in assets and has a team of 10 highly qualified advisors.
Based on recent research, the average advisory firm has $700 million in assets under management (AUM). This means that VIA NOVA INVESTMENT MANAGEMENT is significantly above the industry average, making them a reliable and established financial advisor in the market.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets under Management (in billions) | Number of Advisors |
|---|---|---|
| 2020 | $5.0 | 10 |
Financial Services Offered
VIA NOVA INVESTMENT MANAGEMENT offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include investment planning, wealth management, retirement planning, tax planning, and estate planning.
The firm follows a disciplined and data-driven investment approach that aims to maximize returns while minimizing risk. They work closely with clients to understand their financial goals and provide personalized investment strategies that align with their risk tolerance and time horizon.
Client Types
VIA NOVA INVESTMENT MANAGEMENT caters to a variety of clients, including high-net-worth individuals, families, entrepreneurs, and corporate executives. Their services are tailored to meet the unique needs of each client and their financial situation.
The firm also works with institutions such as pension plans, foundations, and endowments, providing them with strategic investment solutions and risk management strategies.
Fees & Compensation
VIA NOVA INVESTMENT MANAGEMENT follows a fee-only structure, which means they do not earn commissions from financial products or transactions. This ensures that their advisors are not biased towards recommending certain products and can provide unbiased advice to clients.
The firm charges a percentage of assets under management as their fee, which encourages them to grow clients’ investments and aligns their interests with their clients’ goals.
Background
The founders of VIA NOVA INVESTMENT MANAGEMENT have a diverse background in finance, economics, and investment management. They have all held leadership positions at top financial institutions and bring a wealth of experience to the firm’s operations.
The team at VIA NOVA INVESTMENT MANAGEMENT is constantly expanding their capabilities and staying updated with the latest market developments to provide clients with the best possible service.
Financial Advisor Disclosures to Know
VIA NOVA INVESTMENT MANAGEMENT is a registered investment advisor (RIA), which means they are held to a fiduciary standard to act in their clients’ best interest. This ensures that their advisors are not influenced by external factors and are solely focused on helping clients achieve their financial goals.
The firm has a clean record with no disciplinary actions or complaints, showcasing their commitment to ethical and transparent practices.
Overall, VIA NOVA INVESTMENT MANAGEMENT stands out for its extensive experience, personalized approach, and commitment to clients’ success. They have consistently delivered strong performance and are a reliable and trusted partner for all financial needs.