Global Reach, Personal Focus.
An investment process built around you.
Our disciplined approach provides a reliable foundation built on trust and clear communication, while offering the flexibility to deliver personalized solutions tailored to your unique needs.
1
Understand Your Goals:
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Initial Consultation - Discuss your goals, expectations, timelines and needs. Collaborate to help ensure a proper focus on your personal objectives.
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Risk Assessment - Match your goals and investments needs with your behavioral risk profile. We will use these results when tailoring your investments solutions.
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Strategy Session - VSI Capital Group will develop a goal-oriented investment framework; the foundation from which we will develop your holistic estate-plan.
2
Select Your Investments:
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Public Markets - VSI Capital Group will use public markets to build an asset class allocation strategy to match your objectives and risk tolerance. We use a variety of asset classes across public markets to build optimized, risk adjusted, investment portfolios.
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Tactical Adjustments - For investors with specific investment needs we discuss a blend of active and passively managed investments. These investments blend passive index exposure with active strategies to effectively manage the behavior of your risk-adjusted portfolio.
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Private Markets - VSI Capital Group will help you assess
if private investments are suitable for your overall strategy and goals. Private investments may exploit inefficient markets while adjusting overall portfolio volatility and diversification.
3
Monitor and Review:
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Strategy Launch - VSI Capital Group will invest based on our
discussed investment plan. -
Portfolio Monitoring - We provide continued oversight of your portfolio and its progress towards your goals.
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Communicate - VSI Capital Group will deliver market commentary, keeping you up to date on your investments.
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Relax - Enjoy your freedom. We continue to monitor and
communicate with you.