VIP PLANNERS, INC.

Overview

VIP Planners, Inc. is an independent registered investment adviser organized as a corporation that focuses on financial planning and discretionary portfolio management for individuals, families and small business clients. The firm structures client relationships under a mix of percentage-of-AUM, hourly and fixed-fee arrangements and appears to construct portfolios primarily using pooled public funds rather than pursuing heavy direct-stock strategies. Investment activity centers on mutual funds and other public fund vehicles as the core building blocks for client allocations, supplemented by targeted allocations to third‑party alternative managers in real estate and digital currency. The firm’s affiliation with an insurance company shows up in its product set and suggests insurance‑based solutions — including annuities — are integrated into planning for appropriate clients. VIP Planners leans toward manager-driven, product-based solutions rather than concentrated single‑stock bets, and it operates with a largely discretionary asset base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices