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

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Institutions & Consultants

Building portfolios that balance return with a level of risk that won’t keep you up at night

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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 Solutions With Uncompromised Focus

We work hard to be trusted advisors and never waver in our constant pursuit of success.

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Investment Strategies for Institutions & Consultants

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Weslth Management for Individuals & Families

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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.

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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.