We believe in the "one shoe does not fit all" philosophy. We assess each client's goals, risk tolerance and investment circumstances (e.g. cash needs, tax situation) to design and manage an investment portfolio customized to that client's situation.

Our comprehensive investment process blends modern portfolio theory, macroeconomic, fundamental and technical analysis.

As a fee based, independent financial advisor, V2 Financial Group does not earn commissions from any investments made on behalf of clients. This means our recommendations are unbiased and neutral across different investment products (e.g. one mutual fund company versus another) and are based solely on merit of the investment.

While our model and process incorporate existing best practices and thought processes, we are always seeking newer and more efficient means to introduce academic research, emerging methodologies and new investment products. We also continuously evaluate the relevance of conventional approaches as new products become available and as the investing landscape changes over time.

We occasionally use options to either reduce volatility or to generate additional income.

When you entrust your money to us, you can be assured that it is handled with the highest level of integrity, with your best interests in mind.