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


At VCM, we welcome partnering with other independent investment professionals. We recognize that it takes a lot of time and effort to build a practice. As seasoned industry professionals, you’ve grown your practice through hard work. VCM welcomes the opportunity to partner with other investment professionals to:

  • Share best practices
  • Leverage resources
  • Explore partnership opportunities

Why partner with VCM?

  • Your firm will benefit from a strong believe that client’s interest are the top priority
  • You will benefit from firm processes and procedures that are GIPS® certified and have earned the prestigious Five Star Wealth Manager award in 2015 and 2016
  • VCM is well positioned for the evolving regulatory changes, including DOL regulation

Please contact us today to learn how we can build the future together.

What VCM Provides

  • ETF based asset allocation strategies with a track record since June 2009
  • An experienced and credentialed investment process
  • Long term partnership, with nondisclosure commitments to safeguard your client’s privacy

Benefits to You

  • Leverage the investment process of an established investment manager
  • Access to Investment Manager for client reviews
  • More time to focus on developing your practice and your clients

Leverage VCM Strategies

VCM provides our proprietary research and investment offerings for use to other RIAs through direct model usage or via the Envestnet platforms. Please contact us today to learn more. VCM claims compliance with the Global Investment Performance Standards (GIPS®) and has been independently verified for the period of June 1, 2009 through December 31, 2016. In addition to the firm-wide verification, VCM’s Balanced ETF Strategy has received a performance examination for the period June 1, 2009 through December 31, 2016.