Vineyard Asset Management, Llc

Description

• Vineyard Asset Management, LLC strives to assist clients in optimizing their wealth by uniquely ascertaining the legal, tax, investment and risk management strategies, which will serve to protect and enhance the power that financial security brings to your family and organization. Our goals with each and every client are to develop trust, client relationships and quality asset management strategies. We intently seek to develop an intimate level of trust with you, in order to become your most trusted financial advisor. We are intentionally selective about serving a limited number of clientele, with a particular focus on physicians, high net worth individuals, business owners and self-employed individuals, and corporate and organization benefit programs. This allows us to devote our time and resources toward deepening our relationship with you and maintaining a thorough understanding of your unique needs. Finally, we are not in the business of maximizing investment performance returns in all market conditions. We believe attempting to do so subjects you to an intolerable level of risk, thereby threatening the very preservation of your wealth. Rather, we strive to implement sound strategies that take into account your unique risk factors when managing your portfolio because we believe an investor's desired results will be produced as a natural by-product of the risk management process that has been employed. We endeavor to instill in you the confidence, peace and satisfaction that comes with knowing the stewardship of your wealth is being prudently managed in a conservative fashion. Securities offered through First Allied Securities, Inc. Member FINRA/SIPC. Advisory Services offered through First Allied Advisory Services a Registered Investment Advisor. Third party posts found on this profile do not reflect the view of First Allied and have not been reviewed by First Allied as to accuracy or completeness.
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  Headquarters:3812 South Fremont Avenue , Springfield, Missouri, United States

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  Phone Number: +1 417-881-7100

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  Website: https://www.vineyardasset.com

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  Employees:3

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  Revenue:$0 - 1M

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  Legal Name:Vineyard Asset Management, Llc

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• |  NAICS Code: 524210  |

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