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Our Services

Money management

Unlike most investment advisory firms, Virginia Capital Strategies looks at all assets, including 401k investments, to create the best approach for the money we have the privilege of managing. It starts with a thorough interview process to determine the best investment strategy for you.  

We strongly emphasize diversification and a global approach to investing. That includes portfolios with multiple asset classes, including various types of U.S. and foreign stocks, bonds, mutual funds, real estate, commodity and absolute return investment. VCS will rotate monies between various asset classes as opportunities present themselves.
 
We are proud to offer a proprietary mutual fund evaluation process, Performance Checker, to evaluate all investments and make sure your investments are working as hard as you do.

Retirement plan consulting and investment management services

We work with any plan provider, including Fidelity, Wells Fargo and Principal, to find the best fit for you. We meet with plan committee members quarterly to present a written evaluation of the retirement plan, including asset allocation, expenses and fund suitability. Performance Checker, our proprietary fund evaluation tool, identifies laggard funds, and replacement funds are chosen when appropriate.

We also monitor plan expenses carefully. Being a fiduciary of a retirement plan is a major responsibility, and VCS is able to assist by providing expertise to committee members in what is a complicated arena.
 

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Virginia Capital Strategies, Inc.
110 Church Ave. SW, Suite 401
Roanoke, VA 24011

Phone: 540-527-3700
Fax: 540-527-3702
Email: vcsmanager@vacapstrategies.com

Business Hours:
Monday-Friday,  8 a.m.-5 p.m.
Closed on Weekends and Holidays

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