Let’s be candid about choosing a firm to manage your money and advise you on strategic financial decisions. It is one of the most important choices that any client can ever make, yet it is so often a decision based on a very thin set of historical facts and future promises. So whether you are an individual, a family or an institution, how do you cut to the chase and make an informed decision? Well, that is exactly why we invite you to experience the Vinoy Capital difference.
WHY VINOY CAPITAL?
What truly separates Vinoy Capital from the many other choices you have for investment and financial advice? That can be summarized into three main areas – our investment process, our use of technology and communication tools, and our client service experience.
A unique investment process is considered by many investment advisory firms to be elusive, meaningless or even impossible, but we heartily disagree. Our dynamic global allocation process divides the world into very distinct investment segments, and then uses a mathematically and statistically driven method of allocating client assets among the most attractive of those segments. Although our process is very well-defined, a key characteristic is the flexibility to abandon certain segments or even entire asset classes if conditions warrant, such as during times of abnormal market volatility. All of this is organized to be easily understood by our clients, and begins with each client completing a scientifically-based volatility assessment to determine an appropriate initial allocation for each client’s specific objectives and attitudes.
TECHNOLOGY AND COMMUNICATION
Communication still in use by most advisors today consists mainly of reactive and outdated methods. Contrary to those approaches, from the very beginning our firm has committed to being proactive and innovative in using technology to communicate with our clients. As examples, our web-based reporting system allows clients to always know exactly how their investments are performing and allocated, and our active use of virtual meetings, video technology and email allow for frequent updates and direct interaction in a very efficient manner for all. With clients spread across the U.S. and in several foreign countries, our use of communication technology keeps our clients completely up to date with our firm and their investment picture. And never has our firm’s active communication protocol been more necessary or welcomed by our clients than during the challenging markets of the last several years, at a time when many investors were not hearing from their advisors enough or even at all.
CLIENT SERVICE EXPERIENCE
And that brings us to the third key differentiator for Vinoy, our delivery of exceptional client service. Today every advisor out there promises great client service, but the truth is that there is no way to verify those claims until after you are already a client. So our approach is simple – use technology, committed personnel and a top tier network of internal and external resources to respond to client needs quickly, accurately and, whenever possible, taking that one extra step beyond what the clients are expecting. An important element of our client service experience is our ability to often anticipate client needs that they themselves don’t yet know they have. Only a solid infrastructure and commitment to client service makes that possible, and Vinoy has both.
INDEPENDENT AND FEE-ONLY
As a completely independent, fee-only investment advisory firm, we have the freedom to only accept clients who are a solid match with our firm, and the only way to do that is with a completely open and transparent exchange of information regarding how our firm’s true capabilities line up with your situation’s true needs and objectives. And since we are regulated directly by the United States Securities and Exchange Commission, that registration comes with a fiduciary mandate to always put our clients’ interests ahead of our own, which is the higheest professional standard available in the industry.
We are pleased you have decided to visit our website, and we hope you will look at all that is here. Then, if ours seems like the kind of firm you would like to have working on behalf of you or your organization, we invite you to contact us to begin the process of determining if we are a fit for each other. Whether you are an individual, a family, or an institution, we look forward to speaking with you and determining together if your situation is right for experiencing the Vinoy Capital difference.