VIMA’s main goal is to work together with our clients, making sure they understand our wealth management process in order to achieve their lifestyle goals. We pay special attention to clients unique needs. This is accomplished through efficient personalized services.
“Someone’s sitting in the shade today because they planted a tree a long time ago”
Warren Buffett
Our decisions are not defined by an affiliation to Wall Street or by selling proprietary products. Portfolios are structured from a selection of fee friendly no-load investments. Clients are provided a wide variety of sophisticated assets to navigate today’s global financial markets.
VIMA does not sell products and does not receive any referral fees, loads or commissions so clients can have peace of mind knowing that we are working for them. Pershing, the 75 year old subsidiary of Bank of New York Mellon is the custodian for VIMA client’s investments. They are the largest custodian for independent advisors, holding about $1.5 trillion of client assets. Another custodian VIMA utilizes for our client assets is Scottrade. Scottrade has $1.7 billion in client assets making it one of the largest custodians for independent advisors.
Company Details
- Founded
- -
- Address
- 901 Wilshire Dr., Suite 530, Troy,michigan 48084,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://vimawealth.com/
- Keywords
- | LinkedIn.
- HQ
- Troy, Michigan
Vima Financial Services Questions
Vima Financial Services's website is http://vimawealth.com/
Vima Financial Services's LinkedIn profile is https://www.linkedin.com/company/vimafinancialservices
Vima Financial Services's industry is
Financial Services
Vima Financial Services's top competitors are
Vinga Securities,
Us Capital Development,
The Avalune Group,
Ker Pro,
Ruhle Financial Services,
Hoover Private Wealth.
Vima Financial Services's categories are Financial Services
Vima Financial Services's founding year is 2009
