Securing The Future You've Earned
At Virji Investments, we strive to provide exceptional investment management services for our clients. Our primary goal is the preservation and growth of our client's portfolios. We will accomplish this through a disciplined approach to long-term investing while providing superior client service.
We are here to help you achieve your financial objectives. Our goal is to construct a customized portfolio that takes into consideration your long-term goals and risk tolerance. Here are some benefits our clients enjoy:
- Online access to your account(s) so you always know where you stand
- Monthly statements that summarize your positions and account activity
- Quarterly performance reports that show your results clearly and concisely
- Annual reports detailing your capital gains for tax reporting
- Personalized portfolios in a variety of different account types for all your needs
- No long-term commitments
Independent Advice
Virji Investments, Inc. was established in 2003. We embrace our role as fiduciary, a responsibility that means we always act with your best interest in mind. As a fiduciary, we are different from traditional firms. Most brokers, bankers and money managers make a commission when they invest your assets. As a fee-only advisor, we have a different approach. Our independence ensures that you receive unbiased expertise with no conflicts of interest.
Investment Strategies
We apply our years of experience and diligent research process to deliver a time-tested strategy to help you achieve your financial goals. We offer a long-term investment perspective that comes from years of managing our clients' assets through a variety of up and down market cycles. Call us for a free consultation.
Personalized Service
We help you to determine the appropriate investment strategy for you by asking questions to determine your financial goals and risk tolerance. Your portfolio is then customized according to your unique requirements.
Newsletters
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Charitable Gifts of Life Insurance
Life insurance offers a way to make a substantial gift to charity while also benefiting from favorable tax rules.
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The United States Is Older Than Ever Before
The median age of the U.S. population rose to a record high in 2022, a demographic trend that has implications for the economy and government programs like Social Security and Medicare.
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HOT TOPIC: High Foreign Investment in the U.S. – Will It Last?
The United States received almost one-third of all global foreign investment from 2021 to 2023. This article looks at how different types of foreign investment may impact the U.S. economy.
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What’s New for 2025?
This article outlines changes that may affect retirement savings, health-care costs, air travel, and consumer credit.
Calculators
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?