VM. Group

Overview

VM. Group is organized as a limited liability company and is classified as a qualified custodian. The firm reports an institutional client focus but its disclosed activities span direct portfolio management for individuals and small businesses as well as for pooled investment vehicles. VM. Group also lists market timing services and operates as an “other financial product salesperson,” indicating a mix of advisory and distribution-related activities. Fee arrangements are varied: the firm uses asset-based fees, subscription fees and performance-based fees. Filings indicate it is not an active ESG investor, is not a capital allocator, and is not registered as a multi-state adviser. The firm does not identify itself as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives