| The
Enterprise Program The
professionals at Victoria Capital Management have managed individual
equity portfolios with an emphasis on
after-tax returns since 1994. We are a unique
money management firm with exceptional
long-term results.
Our investment
philosophy for the Enterprise Program emphasizes the importance of
investing for long-term capital growth while
limiting tax liability. Our focus on growth
investing derives from the long-term favorable
returns from diversified portfolios of growth
stocks, returns that can be enhanced by active
portfolio management. Equity portfolios are
managed to
produce higher after-tax returns by focusing
on the tax characteristics of each
security.
Annual Advisory Fees
| On the first $1 million |
1.50% |
| On the next $2 million |
1.00% |
| On the next $7 million |
0.75% |
| Greater than $10,000,000 |
negotiable |
Our clients are among
a select group of people who have either
attained financial success or are in the
process of doing so. The Enterprise Program
helps these clients achieve financial goals
while saving them thousands (in some cases,
millions) of dollars in taxes. Our clients
have found that taxes matter when it comes to
investing.
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