You may schedule a visit with us, for which there is no charge. We invite you to check us out in person and ask any questions. Please check out our long list of Products and Services on this site. We provide review meetings with you at least semi-annually. We supply a complimentary Weekly Market Commentary by email to anyone who subscribes.
We recognize that our clients lead active and complex lives. They understand that managing their investments is more complicated and time-consuming than ever before. They acknowledge that working with specialized investment professionals provides them with a level of confidence. Wealth accumulation and estate preservation include coordinating our planning with tax, legal and insurance professionals. We follow a disciplined approach to balance risk and return, and believe that educating clients enables them to make informed decisions.
We assist clients throughout the U.S. who want objectivity without any product or sales influence. With over twenty-five years experience in investing and financial management in both the public and private sector, Joel Victory formed Victory Investment Strategies in March 2005. His reputation for honesty, integrity and sound professional decisions have followed him.
Our highest priority is to create value for our clients by offering the following comprehensive services:
- Portfolio analysis
- Asset Allocation design *
- Investment management
- Stock Option Planning
- Estate planning
- Retirement planning
- Tax planning
- College funding strategies
- Educational seminars
Victory Investment Strategies is an independent financial service organization. We have been serving closely held companies, charitable foundations and professionals with large estates. We help develop personal and/or corporate financial plans to take full advantage of all tax and growth opportunities.
We are dedicated to providing comprehensive financial and estate planning services to our clients. We will not recommend any course of action or any type of financial product until we are fully aware of the clients goals and objectives — and then only when we are convinced that the recommended action or product is suitable as a long-term strategy. Our investment philosophy is based on our belief that the most important investment decision an investor can make is not which investment to buy – but rather, how assets should be allocated based upon the investor’s attitudes, objectives, circumstances and risk-taking capacity.
Our specialty is to help clients individually understand their investment needs and objectives. We help you chart your financial course individually and are able to respond to your questions and needs. Entering the uncharted financial world of the 21st century will be an exciting and a great challenge. We are prepared to enter the 21st century and help you prosper. At Victory Investment Strategies “We Carefully Watch Your Investments."
* Asset allocation does not guarantee a profit or protect against a loss