Bethesda, MD Office

Victrix Investment Advisors provides investment advisory services to individual investors, trusts and retirement plan clients, offering discretionary and non‑discretionary asset management along with financial planning and retirement plan consulting. The firm operates on a fee‑only basis and manages roughly $343 million across several hundred client accounts.

The firm develops a Financial Profile and an Investment Plan tailored to each client and applies a mix of methods — including fundamental, technical and cyclical analysis — to implement long‑term and short‑term strategies, with periodic reviews and the option to deliver written financial plans via planning software. Victrix can act with discretionary authority, works with plan fiduciaries for retirement plan consulting, and may engage third‑party sub‑advisors through a Schwab TAMP to supplement its offerings.

Notably, Victrix uses derivatives and related strategies in separately managed accounts — including options trading and writing as well as short sales — and provides clients with risk disclosures and materials when these strategies are employed, a practice less common among comparable team firms. The firm also combines its in‑house advisory platform with access to external sub‑advisors through Schwab and permits certain representatives to offer insurance in approved outside business activities, arrangements the firm discloses as potential conflicts.