A complete list of active advisors currently associated with Villaire Financial, LLC
Warmer can help you find a great advisor at Villaire Financial, LLC or one who fits your needs even better.
Villaire Financial, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth individuals, and business owners. The firm prepares an Investment Policy Statement for each client and advises across equities, ETFs (including precious metals), TIPS, commodities and non‑U.S. securities as part of its ongoing portfolio management and financial planning engagements. The firm applies a mix of cyclical, fundamental, modern portfolio theory and quantitative analysis and generally implements a long‑term trading approach while documenting risk tolerance and rebalancing on a regular basis. VFLLC typically obtains discretionary authority to trade on clients’ behalf, reviews accounts at least quarterly, and offers financial planning engagements that can be billed as a recurring monthly subscription processed through Stripe. Compared with many peers, VFLLC uses third‑party tools and custodian arrangements in distinctive ways: it requires use of Schwab Institutional for custody and leverages a platform (Pontera) to review and rebalance held‑away retirement accounts without taking custody. The firm’s principal is also registered or has pending registration as a Commodity Pool Operator/Commodity Trading Advisor, and the brochure highlights access to Schwab‑sponsored educational events and resources that the adviser may use in support of client services.
To learn more about the advisors currently working at Villaire Financial, LLC, 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 |
|---|---|---|
Grand Rapids, MI
| 4
|
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