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Virginia Asset Management, LLC

Virginia Asset Management, LLC

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Accelerate your Independence. Have a Plan.

For over 30 years, helping entrepreneurs & families plan for and achieve their economic independence.  

Investment Advisory

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Investment Advisory

Vision without execution is hallucination.  – Thomas Edison

Executing your plan will be heavily impacted by how you allocate your capital.  How you invest your assets should be objective-driven.  That’s why we start with a Strategy. 

Within that Strategy, we believe each individual, corporation, trust, or foundation will have uniquely different objectives and thus will warrant a personalized and custom investment policy.

The execution of that investment policy will be particular to your situation.  The consistent themes and how we think about investing are as follows:

  • Costs matter – they can have a huge impact on investor returns and will be constantly factored.
  • Taxes Matter – tax management when applicable will be incorporated in every portfolio. 
  • We recommend long term, patient investment strategies – your timeframe is your advantage as a private investor. ‘Investing is most intelligent when it is most Business-like.’ Ben Graham 
  • Understand Compound Interest – it is an incredibly powerful mathematical formula and we will make sure your capital is invested with it in mind. 
  • Behavior – "The investor's chief problem—and even his worst enemy—is likely to be himself." – Ben Graham. Having a plan helps frame your investment decisions and helps remove emotion from the investment process. This is where the biggest mistakes are made – and we will work diligently to help you avoid them.

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Private Client

  • Financial Planning
  • Investment Advisory
  • Trust Services

Call Us (804)330-0711

Virginia Asset Management is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Virginia Asset Management are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Virginia Asset Management are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. Financial Professionals do not provide specific tax/legal advice. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

3402331 DOFU 03/2021

 

130 Wylderose Drive

Midlothian, VA 23113

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