Securing The Future You've Earned
At Virji Investments, we strive to provide exceptional investment management services for our clients. Our primary goal is the preservation and growth of our client's portfolios. We will accomplish this through a disciplined approach to long-term investing while providing superior client service.
We are here to help you achieve your financial objectives. Our goal is to construct a customized portfolio that takes into consideration your long-term goals and risk tolerance. Here are some benefits our clients enjoy:
- Online access to your account(s) so you always know where you stand
- Monthly statements that summarize your positions and account activity
- Quarterly performance reports that show your results clearly and concisely
- Annual reports detailing your capital gains for tax reporting
- Personalized portfolios in a variety of different account types for all your needs
- No long-term commitments
Independent Advice
Virji Investments, Inc. was established in 2003. We embrace our role as fiduciary, a responsibility that means we always act with your best interest in mind. As a fiduciary, we are different from traditional firms. Most brokers, bankers and money managers make a commission when they invest your assets. As a fee-only advisor, we have a different approach. Our independence ensures that you receive unbiased expertise with no conflicts of interest.
Investment Strategies
We apply our years of experience and diligent research process to deliver a time-tested strategy to help you achieve your financial goals. We offer a long-term investment perspective that comes from years of managing our clients' assets through a variety of up and down market cycles. Call us for a free consultation.
Personalized Service
We help you to determine the appropriate investment strategy for you by asking questions to determine your financial goals and risk tolerance. Your portfolio is then customized according to your unique requirements.
Newsletters
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Managing Medicare Out-of-Pocket Costs
This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
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HDHP/HSA Pairing May Help Control Medical Costs
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
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New Medicare Rules Tackle Prescription Drug Prices
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
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Mutual Funds: What’s in Your Portfolio?
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
Calculators
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.