Investments - Financial Counselors of Virginia

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Investments

Investment Manager

The Most Basic Component of Wealth: Your Attitude

It is much better to be wealthy than to merely appear wealthy. The now classic work, The Millionaire Next Door: The Surprising Secrets Of Americas Wealthy is available either in paperback or Audio CD and is considered required reading/listening.

The links and files contained in this area may give you some insight or at least information about the types of investments considered by Financial Counselors of Virginia and why we did so. Merely the presence of an investment in any of the lists is certainly not a specific recommendation for your particular portfolio. These are investments either being researched by us or held in some clients' accounts. Some of the investments are open only to so-called "qualified investors," or are not even currently available to new purchasers. Remember, an investment is suitable or not for an investor only in the context of the portfolio of which it is a part.
We make the information available for instructional purposes only.

Market Reflections: Opinions and reflections from FCVA for clients only.

Investments by Category and Style. Fixed Income, Domestic and Foreign Equity, Alternatives.

Investments by Vehicle or Type. Mutual Funds, ETFs, REITs, Stocks, Bonds.

The Policy Portfolio. Our philosophy.

We provide a service to our clients that allows the client and advisor to partner via the Internet to create various Capital Needs Planning scenarios including advanced Monte Carlo simulations. To access that service, click here.

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Financial Counselors of VA is an independent Registered Investment Advisor based in Portsmouth, VA, providing
fee-only financial planning services and investment management advice to individuals and families since 1985.