A complete list of active advisors currently associated with Virji Investments, Inc.
Warmer can help you find a great advisor at Virji Investments, Inc. or one who fits your needs even better.
Virji Investments is a fee‑only registered investment adviser with two advisory professionals managing roughly $33 million for about 58 clients, primarily individual and high‑net‑worth households. The firm provides discretionary portfolio management, retirement planning and consulting, and serves as a limited‑scope 3(21) fiduciary for ERISA‑qualified retirement plans. The firm’s investment process centers on disciplined, long‑term asset allocation across equities, fixed income, mutual funds and ETFs, drawing on fundamental, quantitative, technical and cyclical analysis to tailor model portfolios to client risk profiles. Virji also offers passively managed Sharia‑compliant strategies and an optional performance‑based trading program for qualified clients, in addition to traditional active management approaches. Virji is notable among peers for its affiliated business structure and product sponsorship: principals are linked to ShariaPortfolio and SP Funds Management, which sponsor several Sharia‑focused ETFs, operate a private SP Funds RE real‑estate vehicle, and run a wrap‑fee digital platform called the Express Program. The brochure discloses these affiliations and related time‑management and conflict‑of‑interest considerations, and notes the firm’s custodial relationship with Charles Schwab and receipt of certain custodial economic benefits.
To learn more about the advisors currently working at Virji Investments, Inc., 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 |
|---|---|---|
Lake Mary, FL
| 18
| |
Lake Mary, FL
| 23
|
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