VCM Wealth is a registered investment advisory firm that provides an array of wealth management services to institutional and individual clients.

VCM Wealth Announces Achievement of GIPS® Compliance

ANNOUNCEMENT OF GIPS® COMPLIANCE

VCM Wealth is pleased to announce that we are now GIPS® compliant and our claim of GIPS compliance has been independently verified by Ashland Partners & Company LLP. In addition to the firm-wide verification, Ashland Partners also conducted a performance examination on the VCM Balanced Strategy Composite. Continue reading “VCM Wealth Announces Achievement of GIPS® Compliance”

Vavra Capital announces new SMA product

Vavra Capital Management is pleased to announce the opening of it’s first separately managed account product. The strategy aims to outperform a 60/40 weighting of the Wilshire 5000 Stock Index and Lehman Aggregate Bond Index utilizing a portfolio of exchange traded funds (ETFs) while maintaining a similar risk level. The VCM Balanced ETF Strategy will be available directly through Vavra Capital or through any advisor on TD Ameritrade, Schwab, Fidelity or Pershing’s institutional managed accounts platform. For more information, please contact Vavra Capital directly at info@vavracapital.com or (610) 489-3018.