A complete list of active advisors currently associated with V2 Financial Group, LLC
Warmer can help you find a great advisor at V2 Financial Group, LLC or one who fits your needs even better.
V2 Financial Group, LLC provides discretionary asset management and financial planning to individuals and small businesses, delivering personalized portfolios that include stocks, bonds, mutual funds, and exchange-traded funds. The firm reports managing roughly $350 million in client assets and provides ongoing monitoring, reporting, and periodic rebalancing for its client accounts. The firm's investment approach is grounded in modern portfolio theory and informed by macroeconomic and behavioral analysis, combining long-term strategic allocations with tactical shifts driven by fundamental and technical research. V2 discloses occasional use of options and related derivatives within separately managed accounts as a tactical tool, while stating it does not employ naked option strategies. Noteworthy among peers, V2 offers performance-based fee arrangements to qualified clients (subject to net-worth or account-size thresholds) and describes controls for side-by-side management, including senior officer account reviews and allocation policies to address conflicts of interest. A principal is also a licensed loan originator and operates an affiliated consulting business that may receive commissions or fees for loan origination and other consulting services, disclosures the firm includes in its brochure.
To learn more about the advisors currently working at V2 Financial Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Naperville, IL
| 0
| |
Naperville, IL
| 19
| |
Glen Rock, NJ
| 39
| |
Naperville, IL
| 19
|
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