At VCB, we’re committed to delivering the most competitive financial services and products, so we’ve partnered with UVEST Financial Services to offer you access to comprehensive investment solutions customized to fit your needs.
We begin your planning process by thoroughly discussing and analyzing your financial needs. We review your past investment experience and current risk tolerance to reach reasonable goals and expectations before we develop a carefully-constructed investment plan for your retirement, education and tax needs.
Then, we recommend an appropriate package of investments — stocks, bonds, cash, mutual funds, annuities or individually managed accounts — for your particular financial goals. Better yet, we regularly consult with you to review your portfolio to ensure it remains consistent with your goals.
We’re prepared to help you with:
- Retirement Planning — We know that a well thought-out plan and the commitment to see it through are critical. Choose from 401(k) Analysis and Rollovers, Self-directed IRAs, Roth and Conversion IRAs or Simplified Employee Pensions (SEPs).
- Asset-Management Services — Beyond traditional brokerage services, we offer a range of programs designed to suit your investing style, such as portfolio modeling and consultation, advisory accounts or separately managed accounts.
- Mutual Funds — Through UVEST, VCB has access to thousands of competitive funds to help create a portfolio designed for your individual needs. In advisory accounts, we can access a variety of no-load mutual funds to develop a portfolio consistent with your retirement, college saving or income needs.
- Fixed Income Investments — If you are looking for income-generating investments, we can assist you with a variety of strategies emphasizing income generation, preservation of capital or both. Often a combination of U.S. Treasury, government agency, zero coupons, municipal or corporate bonds provides a blend of safety and income.
It’s never too late to start building a sound financial foundation for your future. To start the process, contact VCB Investment Services at (703) 319-3385 today.
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NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE •
NOT GUARANTEED BY ANY GOVERNMENT AGENCY • |
1.Virginia Commerce Bank and UVEST Financial Services do not provide tax or legal advice. Be sure to consult with your tax and legal advisors before taking any action that would have tax consequences.
2.The prospectus on mutual funds includes complete information including charges and expenses. Please read it carefully before you invest.
3.Securities and insurance products are offered by UVEST Financial Services and its affiliates, Member FINRA, SIPC. Investment advisory services are offered by UVEST Financial Services, an SEC registered investment advisor. UVEST and VCB are independent entities. This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. UVEST Financial Services’ U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
