At Vios, our style is relational, and we enjoy getting to know each of our clients personally. We see our clients as people, not numbers, and we strive to treat each client the way we would want to be treated. Of course, not everyone will be a good fit, therefore we are highly selective in who we invite to join our client base.
Our goal is to understand each of our clients’ risk profile, current financial and retirement goals, and wealth transfer or philanthropic goals. With this understanding, we build the right long term portfolio for each person.
Our clients enjoy direct access to the portfolio manager. Unlike other firms where you might talk to a salesman but may never know the wrap manager or who is actually managing a mutual fund, we offer the ability to ask your questions directly to the person choosing what goes into your portfolio.