Working With Us
keenly watchful VIGILARE
Today, investors are faced with an increasingly complex and evolving set of challenges: Low interest rates, volatile and elevated markets, as well as a highly uncertain geopolitical climate. This environment requires a more thoughtful, engaging, and nimble approach to investing compared to the once acceptable cookie-cutter strategies of the past.
PERSONAL FINANCIAL CONCIERGE
We understand how hard you’ve worked to achieve your wealth, and view it as our duty to deliver the best possible financial solutions and strategies to help you continue to live your lifestyle—with the added peace of mind that a trusted, competent advisor can bring.
At Vigilare you are more than just a number. We want to get to know you and your families. What is important to you? Tell us about your needs, wishes, plans, and aspirations for your money and your life. Our benchmark is your success in meeting your financial goals, not just matching an arbitrary market index. Serving as your personal financial concierge:
Service – Custom tailored plan specifically for you: Each situation is different and is designed with you as an individual to meet your unique needs, and focused on protecting your purchasing power.
Risk Management – Investment process: Our dynamic portfolio management strategy is designed with a respect for the volatility and unpredictability in today’s markets—managing the downside risks and generating positive returns.
Portfolio Management Philosophy
Vigilare Wealth Management’s investment process goes far beyond a customary static asset allocation based on fixed assumptions. We blend macro- and microeconomic factors, sociology, politics, history, and investment analysis into dynamic and robust investment themes.
Your portfolio will be customized, one-on-one with your personal advisor, to meet your specific goals and objectives. Equally important, your portfolio is monitored on an ongoing basis, including analysis to help understand the returns and make any necessary adjustments.
In addition, clients can feel confident that all transactions take part through a national independent third-party custodian, incorporating their operations and technology infrastructure as well as Bloomberg’s wealth of research capabilities.
Safeguarding your assets
We are committed to helping you safeguard your assets.* The assets we manage for you are held at a third-party custodian in your name; they are not kept in a Vigilare Wealth Management, LLC account.
Third-party custodians include financial institutions like TD Ameritrade, Fidelity, and Pershing. The role of the custodian is to safeguard your assets and execute the investment transactions we recommend.
Choosing the right custodian is important for many reasons. We want to work with a custodian that provides excellent trade execution and a never ending commitment to enhance and improve its technology infrastructure. We also want a custodian who intently listens to its customers and is responsive to their needs and concerns.
* TD Ameritrade, Inc. is the firm that we use to custody our client assets. TD Ameritrade and Vigilare Wealth Management are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.
