VIA IV Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
VIA IV Investments provides discretionary portfolio management primarily to individual clients, including high-net-worth households, and is prepared to serve institutions, trusts, and retirement plans. The firm manages roughly $222 million across broadly diversified accounts and also offers a lower‑minimum digital advisory program (WiseFactors / Itcompounds) that accepts investments of $100 or more and is custodied at Betterment.
The firm constructs client portfolios from no‑load mutual funds, ETFs, and—when suitable—alternative investments, using four proprietary, custom‑indexed model portfolios that are weighted by risk and rebalanced as needed; it combines long‑term hold strategies with occasional shorter‑term trades and conducts an initial fact‑finding interview to set suitability parameters. VIA IV discloses model and performance information for its strategies and uses outside research providers while exercising discretionary trading authority for client accounts.
VIA IV is notable among peer teams for two uncommon practices: it discloses hypothetical/model performance for its portfolios and it offers performance‑based fee arrangements to qualified clients, including a modified fee schedule (a reduced base fee with an incentive multiplier tied to outperformance of the S&P 500 for specified model portfolios). The firm also makes private alternative funds available to accredited or qualified investors and retains an external advisor for 401(k) plan consulting, which are less typical service elements for firms of its size.
Client services
Expertise
Fee options
$0 - $500,000: 0.90% annually $500,000 - $1,000,000: 0.80% annually $1,000,000 - $2,000,000: 0.70% annually $2,000,000 - $4,000,000: 0.60% annually $4,000,000+: 0.50% annually
Performance fee available for qualified clients: normal fee reduced by 50%; if portfolio outperforms S&P 500, fee is 1.5 times normal fee
Account minimum: $250,000 Fee-only: 0.625% flat fee schedule for some clients, flat for all assets under management
Main office
See office1333 Burr Ridge Parkway, Suite 200
Burr Ridge IL 60527
Advisors at this office
1
Offices (4)
Most active in
Texas
Also doing business as
"Wisefactors" · Jeffrey Jacob Holland · Jeffrey Jacob Holland Invenstment, LLC · Jeffrey Jacob Holland Investments, LLC · Via Iv Investments, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Scott M
Series 63, Series 65
Houston, TX
VIA IV Investments, LLC
Scott Mann is a financial advisor at VIA IV Investments, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mann Wealth Management, LLC. Outside of his advisory work, he hosts a monthly question-and-answer radio show called Money Show with Scott Mann. VIA IV Investments provides discretionary portfolio management primarily for individual clients, including high-net-worth households, and serves institutions, trusts, and retirement plans. The firm uses proprietary indexed model portfolios and offers both traditional and digital advisory programs with a focus on transparency and performance-based fees.
Jeffrey C
Series 63, Series 65
Burr Ridge, IL
VIA IV Investments, LLC
Jeffrey Coyner is a financial advisor at VIA IV Investments, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Jeffrey Jacob Holland Investments, LLC since 2013. Outside of VIA IV, he performs financial research and portfolio management full-time at HTG Capital, a firm formed from a merger with Goldenberg Hehmeyer. VIA IV Investments provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as businesses, charities, estates, and trusts. The firm offers diversified, custom-indexed model portfolios with periodic rebalancing and access to alternative private funds for accredited investors, alongside a digital advice program with lower minimums.
Nicholas L
Series 63, Series 65
Burr Ridge, IL
VIA IV Investments, LLC
Nicholas Leftakes is a financial advisor at VIA IV Investments, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with VIA IV since 2020. He is also a co-owner and principal of LT Group, LLC, a real estate investment company based in Chicago. VIA IV Investments provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as businesses, charities, estates, and trusts. The firm offers diversified, custom-indexed model portfolios alongside alternative private fund access and operates a digital advice program with a lower minimum investment threshold.
Jeffrey H
Series 65
Hinsdale, IL
VIA IV Investments, LLC
Jeffrey Holland is a Series 65-licensed financial advisor with 23 years of industry experience. He has been with VIA IV Investments, LLC since 2002. VIA IV Investments, LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as businesses, charities, estates, and trusts. The firm uses broadly diversified, custom-indexed model portfolios combined with periodic rebalancing and external research, and offers alternative private fund access and a discretionary digital advice program with lower minimums.
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