10 Grand Central 155 E 44th Street
12 th FL
New York City,
Let's put your money to work for you
Whether you are relatively new to investing or have significant investment assets, VPG can provide solutions designed with your financial needs and individual preferences in mind.
We provide access to some of the most respected names in the investment industry with proven strategies and state-of-the-art approaches for managing investment assets and providing services for you, your family, your charitable interests, your legacy and a host of other financial interests. Working independently and with your best interests in mind, our Financial Planners can recommend an appropriate investment strategy that meets your goals, investment minimums and risk tolerance. Start early to make the biggest impact!
Our Investment Philosophy
We apply proven investment strategies
As fiduciaries we believe investment strategies are part of a bigger picture in achieving your financial goals. We help our clients to understand the fundamentals of investing so they can make informed decisions. The following concepts ensure investment portfolio's can optimize performance:
The first step in providing recommendations starts with a DISCOVERY MEETING to understand your goals, risk tolerance, time horizon and investment philosophy. Once we have a clear picture, we can provide recommendations and begin implementing suitable solutions.
Once we have completed your IMPLEMENTATION we don’t stop there. Our team will MONITOR your performance and partner with you to make adjustments as needed. We will proactively seek to review your account(s) together with you, based on your desired frequency, to ensure we stay on track or provide additional solutions as needed.
Professionally Managed Accounts are a diversified portfolio of investments assembled and managed by a registered investment advisor on behalf of their client. In contrast to mutual funds, which are professionally managed on behalf of many mutual-fund holders, managed accounts are personalized investment portfolios tailored to the specific needs of the account holder.
We provide portfolio analysis to determine if your investment account(s) have short falls, high fees or minimal returns when compared to comparable benchmarks.
Your asset allocation should both reflect your risk tolerance and a balanced mix of asset classes to optimize returns, gauge long term performance of funds and hedge against current market performance. Periodic review of asset allocations are important so that timely adjustments are made.
Vital Planning Group can help you forecast your family’s educational needs, determine which College Savings Plan is right for you, and help you save accordingly. We’ll help you consider all payment options including income, maximum yearly contributions as well as programs that feature tax benefits. So you’ll be ready to help fund their education well before that acceptance letter arrives in the mail.
Annuities are investment products which can help you increase savings, protect your assets, or generate income. There are two types of annuities—Immediate and Deferred and they are simply a contract between an insurance company and an annuity owner in which a purchase payment or series of payments are made by the client so that the insurance company can pay a stream of income in the future.