A complete list of active advisors currently associated with VIMA, LLC

Warmer can help you find a great advisor at VIMA, LLC or one who fits your needs even better.

VIMA, LLC provides investment advisory and financial planning services to individuals and high‑net‑worth clients through a team of advisors; the firm reports approximately $229.5 million in assets under management across roughly 1,182 client relationships. Services include discretionary and non‑discretionary portfolio management, integrated financial planning and consulting, and separate 401(k) consulting arrangements billed by invoice when assets are not custodied with the firm. The firm uses a top‑down sector-based investment process that screens securities by ratio criteria and customizes portfolios using exchange‑listed equities, fixed income, mutual funds, ETFs and, in some accounts, covered‑call option writing; VIMA may also employ cash positions as hedges and clients can authorize margin for liquidity. Most client assets are managed on a discretionary basis and clients may impose written restrictions on particular securities or strategies; the firm also notes it does not produce its own account reports and relies on third‑party custodial statements. A distinctive operational feature is that multiple supervised persons are separately licensed insurance agents and may receive commissions or incentive awards for selling fixed insurance products and annuities, with those compensation arrangements disclosed as potential conflicts and not used to offset advisory fees. VIMA also directs clients to use Pershing as a custodian, may obtain online access credentials for certain qualified plan accounts (with related standing letters of authorization and surprise audit procedures), and offers an option for fixed‑fee engagements in lieu of custodial asset transfers.

To learn more about the advisors currently working at VIMA, 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.