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 Philosophy
Professionals
Research
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The
Wealth Maintenance Program The
professionals at Victoria Capital Management have been providing
customized solutions to the income and capital
preservation needs of investors since 2000.
The spectrum ranges from conservative
investors who require the highest level of
principal preservation to investors who
require income stability and protection
against inflation. There are also investors
who desire a growing level of income with a
minimal impact on the long-term principal
value of their assets. Our professionals
design and manage individual portfolios based
upon individual investment objectives.
Our investment philosophy for the Wealth
Maintenance Program is that an actively
managed portfolio of diversified fixed income
securities can provide a reasonable flow of
income while capital can be preserved.
Portfolios typically include U.S. Treasuries,
tax-exempt bonds, corporate bonds, mortgage
-backed securities, and inflation-indexed
bonds. Non-US fixed-income securities and
high yield bonds may be used depending upon a
client's tolerance for risk.
Annual Advisory Fees
| On the first $1 million |
0.75% |
| On the next $2 million |
0.35% |
| On the next $7 million |
0.25% |
| Greater than $10,000,000 |
negotiable |
Wealth is more than money. Wealth
maintenance is about taking control that is
afforded by money. Control enables wise
investors to accumulate wealth, seize
opportunities, take calculated risks, take a
year off, or completely retire. With
comprehensive, uniquely personalized
investment advice, the professionals at
Victoria Capital Management will provide you with customized money
management you can trust.
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