A complete list of active advisors currently associated with Victrix Investment Advisors

Warmer can help you find a great advisor at Victrix Investment Advisors or one who fits your needs even better.

Victrix provides investment advice to individuals and trusts, serving both retail and high-net-worth clients with discretionary and non‑discretionary asset management, financial planning, and retirement plan consulting. The firm also uses third‑party sub‑advisors via Schwab’s TAMP platform and can act in defined fiduciary roles for retirement plans (3(38) or 3(21)). Investment recommendations are built from a client-specific Financial Profile and Investment Plan and use fundamental, technical, and cyclical analysis, with account reviews at least quarterly and more frequently as market or client circumstances warrant. Victrix implements a range of trading strategies and explicitly uses derivatives strategies — including options trading and short sales — and may utilize margin in separately managed accounts. Noteworthy distinctions include the firm’s routine use of derivatives and options in client accounts, a practice that is relatively uncommon among similar team advisers and that carries additional market, liquidity, and operational risks. The brochure also discloses that some advisor representatives sell insurance as an outside business activity and that the firm resolved a 2019 consent order addressing disclosure, compliance, and accounting oversights.

To learn more about the advisors currently working at Victrix Investment 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.