A complete list of active advisors currently associated with VAM Group, LLC

Warmer can help you find a great advisor at VAM Group, LLC or one who fits your needs even better.

VAM Group LLC provides ongoing portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, and state or municipal government entities. The firm documents client circumstances in written investment policy statements and advises primarily in mutual funds, equities, ETFs, fixed income, real estate funds and Treasury inflation-protected securities. The firm’s investment process blends cyclical, fundamental, modern portfolio theory, quantitative and technical analysis and employs both long- and short-term trading as appropriate. VAM typically seeks discretionary authority to implement allocations, monitors accounts regularly, and routes trades through its chosen custodian to pursue best execution. Distinctive aspects of the firm include its work with state and municipal government entities, a client type that is uncommon among similarly sized supported advisers, and its use of standing letters of authorization and fee withdrawals from client accounts—arrangements the firm discloses as custody. VAM requires custody at a specific broker-dealer (Charles Schwab) for client accounts, does not use third‑party managers, and does not accept performance-based fees, which may differ from some peers.

To learn more about the advisors currently working at VAM 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.