A complete list of active advisors currently associated with VCM Wealth Advisors
Warmer can help you find a great advisor at VCM Wealth Advisors or one who fits your needs even better.
VCM Wealth Advisors provides discretionary portfolio management and related advisory services for individual and high‑net‑worth clients, focusing on asset allocation, portfolio construction, and ongoing account supervision. The firm intends to create personalized investment strategies, often documented in an investment policy statement, and may engage third‑party registered advisers to manage portions of client assets. The firm blends fundamental and technical analysis when evaluating investments and may use stocks, bonds, ETFs, mutual funds, index funds, alternative private investments, and options or other derivatives as part of client strategies. VCM discloses that it may allocate to hedge funds and small or de minimis commodity interests and emphasizes the associated commodity and derivatives risks while conducting due diligence and ongoing monitoring for any third‑party managers it selects. Notable distinctions include a principal with prior senior institutional experience in foreign‑exchange and currency risk management and the firm’s explicit acknowledgment of potential commodity and derivatives exposures despite not being registered as a commodity pool operator or commodity trading adviser. The brochure also discloses non‑investment business activities by the principal (operation of a fitness business and a passive restaurant investment) and that the firm is newly formed with no prior regulatory assets under management.
To learn more about the advisors currently working at VCM Wealth Advisors, 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 |
|---|---|---|
Red Bank, NJ
| 10
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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