A complete list of active advisors currently associated with Virtuevian Ventures

Warmer can help you find a great advisor at Virtuevian Ventures or one who fits your needs even better.

Virtuevian serves individual and high‑net‑worth clients as well as trusts, estates and certain business and corporate accounts, offering discretionary wealth management, financial planning and retirement guidance. The firm provides ongoing portfolio management and consulting that is intended to be tailored to each client’s objectives and risk tolerance. The advisor’s approach is primarily long‑term but incorporates multiple research methods (fundamental, technical, cyclical and charting) and may include tactical reallocations. Portfolios are typically built with low‑cost mutual funds and ETFs but Virtuevian also employs individual stocks, bonds and options contracts — including the use of derivatives within separately managed accounts — a practice that is uncommon among peers. Compared with larger firms, Virtuevian manages a small number of client relationships, enabling continuous personal contact and customized implementation of strategies. The firm also maintains institutional relationships with Interactive Brokers and TradeStation to access trading platforms and software support, and conducts trading on a directed‑brokerage basis consistent with client‑designated custodians.

To learn more about the advisors currently working at Virtuevian Ventures, 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.