Victory Intelligence Management Group
Striving to help achieve attractive investment returns with proactive and strategic advice, decisive action, and a commitment to integrity and excellence
Diversified Portfolios Insightful Guidance
Institutions & Consultants
Building portfolios that balance return with a level of risk that won’t keep you up at night
Institutional Strategy & Insider Information
Working with a broad range of taxable and nontaxable institutional investors and their consultants, we partner with what we consider to be some of the finest institutions both domestically and internationally.
Our Mission:
Our mission is to enrich clients with proactive,
strategic financial advice, decisive action, and a commitment to
excellence.
Our name reflects our steadfast
commitment to enhancing the financial well-being of individuals
and their families, businesses and their employees and nonprofit
organizations through objective advice and oversight. As part of
this commitment, we have brought together a team of experts –
financial planners, investment professionals, tax advisors,
retirement plan consultants and attorneys – dedicated to helping
clients achieve their short- and long-term goals. We continually
seek strategic opportunities to expand the breadth and depth of
our firm to meet the evolving needs of our clients and to
provide diverse perspectives and insights.
Investment Strategies for Institutions & Consultants
Weslth Management for Individuals & Families
Private Equity & IPO
Preserving principal, maintaining purchasing
power, and managing risk are key tenets of investing. Finding the
right investment mix requires time and market knowledge. Many prefer
to have a professional handle or assist with this
task.
VIM GROUPS can be that professional for you. Whether
you need comprehensive portfolio management, collaboration with your
current advisors, or just a sounding board for your decisions, we're
here to help.
We value full transparency. You'll always
be informed about what we're doing and why at every
step.
Your institutional account login Here
All investments carry risks, including the potential loss of principal. In portfolio management, strategies like diversification, asset allocation, and rebalancing cannot guarantee profits or prevent losses. No investment strategy can ensure achievement of its objectives. Victory Intelligence Management Group is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal counsel are provided through Advanced Services Law Group, Inc. Victory Intelligence Management Group Ltd., based in Toronto, Canada, is registered with FINTRAC MSB in Canada and offers all investment-related services. Many employees at Victory Intelligence Management Group Ltd.'s offices worldwide hold CFP® certification marks, CERTIFIED FINANCIAL PLANNER™ certification marks, and the CFP® certification marks with plaque design. These marks are authorized for use by individuals who have successfully met the initial and ongoing certification requirements of the CFP Board. CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.