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Our Philosophy

Our Mission

Is simple: to help families build their wealth for the future and protect their present assets from the unforeseen.

We Believe

  • That as citizens of this great country, we have a duty to use our naturally endowed gifts and talents to serve God and Country to the best of our abilities
  • At Victory Investment Strategies we believe that we have been called to serve God and Country through the way we serve our clients’ needs
  • We believe that character is best demonstrated by what we do when we think no one is looking
  • Virtue without knowledge is weak. Knowledge without virtue is dangerous.

Thus we manage our clients’ money the way we manage our own – our clients have actually told us this!

We will not recommend any product that we would not own ourselves.

We use the holistic approach to serve all of your financial needs – coordinating with your tax and estate planners.

In the rare event that we fall short in our service, we commit to doing whatever it takes to correct the situation.

Victory Investment Strategies is more than just numbers. We take the time to get to know you, your family and what you want your life’s savings to do for you. We want to understand what is happening in your life today that could affect your finances tomorrow, what your best and worst investment experiences have been, and what it would take to help you stop worrying about your finances.

We are committed to maintaining long-term relationships with our clients. We take the time to listen to your concerns and objectives. We will then give you the sound advice you deserve ... treating you like family.

As your trusted advisors, our goal is to help free you from financial worry and to maximize the amount of quality time that you can spend on your favorite pursuits. Wouldn’t you rather spend a couple extra hours a week with your loved ones, out on the golf course, or taking care of your business? Let us help manage your financial affairs and give you that freedom and confidence.