VIRGINIA INVESTMENT ADVISORY, INC.

Overview

Virginia Investment Advisory, Inc. is an independent registered investment advisor organized as a corporation and owned by an individual. The firm serves individual and family clients, offering a mix of financial planning and portfolio management services for individuals, small businesses and institutions. Its business activities include acting as an insurance broker and publishing client communications, and it provides pension consulting and the selection of outside advisers when clients need access to capabilities the firm does not manage directly. Investment activity is centered on pooled public vehicles rather than concentrated, single-stock strategies. The firm operates primarily on a discretionary basis, managing a core allocation to public mutual funds and other pooled funds while retaining the flexibility to place client assets into annuities or to engage outside managers when appropriate. Fee options include percentage of assets under management, hourly fees and fixed-fee arrangements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices