Continual Investment Analysis

Continual Investment Analysis: Strategic Guidance for Your Portfolio

Continual Investment Analysis is a service that is designed for individuals seeking expert, ongoing advice to optimize their investment portfolio. We focus on building and maintaining a strategy that aligns with your unique financial picture.

This service includes:

  • Personalized Goal Setting: Defining clear, actionable financial goals.

  • Comprehensive Financial & Investment Analysis: A deep dive into your current situation.

  • Risk Tolerance Assessment: Understanding your comfort level with investment fluctuations.

  • Values-Aligned Investing: Integrating your personal values (e.g., Environmental, Social, Governance (ESG) funds, charitable giving) into your investment strategy.

  • Investment Policy Strategy: Developing a clear framework for your investments.

  • Ongoing Investment Management: Proactive adjustments to your strategy as needed.

The Process: Goal Setting & Ongoing Adjustments

Building a strong investment strategy begins with defining clear goals and understanding your risk tolerance. While online platforms offer easy access to investing, genuine financial peace comes from aligning your investments directly with your well-defined personal and family aspirations. We dedicate significant time from the start to meticulously craft these goals with you.

Following our initial discussions, we'll connect quarterly to review your portfolio. We'll make any necessary adjustments to ensure your strategy stays on track with your evolving goals and current market conditions.

For clients who choose this service, VCFP utilizes Altruist, LLC as a preferred custodian for managing your investments. You can learn more about Altruist by clicking here.

VCFP manages your investments with your unique goals, personality, and lifestyle at the forefront. The fee is calculated by taking the calendar quarter-end Market Value of Assets Under Management (AUM) x Annual Fee % rate x (days in period/days in year). This is not a blended fee structure, so the client only pays the one Fee % for the entire household.

Example: Account total on the close of quarter ending on December 31st totals $910,000.00. The rate for this fee is 0.65% per year billed for the days in the period. There are 92 total days during October, November, and December. Thus, the fee for this quarter would be calculated like this: $910,000.00 x 0.65% x (92/365) = $1,490.58

All fees are negotiable.

Fees for Continual Investment Analysis