At Virginia Commerce Wealth Management Services, we’re committed to delivering the most competitive financial services and products. We have chosen Infinex Investments, Inc. as our broker-dealer 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 and goals. We review your past investment experience and current risk tolerance to reach reasonable goals and expectations before we develop a carefully-constructed investment plan. We then recommend an appropriate package of investments — stocks, bonds, cash, mutual funds, annuities or individually managed accounts — for your particular financial 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, Simplified Employee Pensions (SEPs) and Tax Deferred Annuities.
- 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 Infinex, 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, municipal/corporate bonds or annuities can provide 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 Virginia Commerce Wealth Management Services at
(703) 531-2940 today.
|
NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE •
NOT GUARANTEED BY ANY GOVERNMENT AGENCY • |
1.Virginia Commerce Bank and INFINEX INVESTMENTS, INC. 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 through INFINEX INVESTMENTS, INC., Member FINRA, SIPC. Investment advisory services are offered through INFINEX INVESTMENTS, INC., an SEC registered investment advisor. Virginia Commerce Wealth Management Services is a trade name of Virginia Commerce Bank. Infinex and Virginia Commerce Bank are not affiliated. This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. INFINEX INVESTMENTS, INC.’s 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.
