Burr Ridge, IL Office

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.