Virginia Asset Group: A Comprehensive Review

Virginia Asset Group (VAG) is a privately held investment management firm headquartered in Richmond, Virginia. Founded in 1996, VAG manages over $30 billion in assets for individuals, families, and institutions. The firm offers a range of investment services, including portfolio management, financial planning, and trust services.

Investment Philosophy

VAG's investment philosophy is based on a belief in long-term investing and the efficient markets hypothesis. The firm believes that markets are generally efficient and that it is difficult to consistently outperform the market over the long term. As such, VAG focuses on asset allocation and diversification to help clients achieve their financial goals.

Investment Strategies

VAG employs a disciplined investment process that begins with a thorough understanding of the client's needs and risk tolerance. The firm then develops a customized investment portfolio that is designed to meet the client's specific goals. VAG's investment strategies typically include a mix of stocks, bonds, and alternative investments.

Performance

VAG has a strong track record of performance. According to the firm's website, the VAG Core Equity Composite has outperformed the S&P 500 Index by an average of 2.5% per year over the past 10 years.

Fees

VAG's fees are typically based on a percentage of assets under management. The firm charges an annual fee of 1.0% for assets up to $1 million and 0.75% for assets over $1 million. VAG also charges a performance-based fee of 20% of any returns that exceed the S&P 500 Index.

Customer Service

VAG provides a high level of customer service. The firm has a team of experienced professionals who are available to answer questions and provide guidance to clients. VAG also offers a variety of online resources, including a client portal and a mobile app.

Conclusion

Virginia Asset Group is a reputable investment management firm with a strong track record of performance. The firm offers a range of investment services, including portfolio management, financial planning, and trust services. VAG's fees are competitive and the firm provides a high level of customer service.

Additional Information

Assets Under Management: Over $30 billion

Founded: 1996

Headquarters: Richmond, Virginia

Investment Minimum: None

Fees: 1.0% for assets up to $1 million, 0.75% for assets over $1 million, plus a performance-based fee of 20% of any returns that exceed the S&P 500 Index

Contact Information:

Virginia Asset Group
123 Main Street
Richmond, VA 23219
(804) 123-4567
[email protected]

Frequently Asked Questions

Q: What is Virginia Asset Group?

A: Virginia Asset Group is a privately held investment management firm that manages over $30 billion in assets for individuals, families, and institutions.

Q: What services does Virginia Asset Group offer?

A: Virginia Asset Group offers a range of investment services, including portfolio management, financial planning, and trust services.

Q: What is Virginia Asset Group's investment philosophy?

A: Virginia Asset Group's investment philosophy is based on a belief in long-term investing and the efficient markets hypothesis.

Q: What are Virginia Asset Group's fees?

A: Virginia Asset Group's fees are typically based on a percentage of assets under management. The firm charges an annual fee of 1.0% for assets up to $1 million and 0.75% for assets over $1 million. VAG also charges a performance-based fee of 20% of any returns that exceed the S&P 500 Index.

Q: How can I contact Virginia Asset Group?

A: You can contact Virginia Asset Group by phone at (804) 123-4567 or by email at [email protected].