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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HOT TOPIC: What’s in the New Tax Legislation?
This article provides an overview of some key provisions in the new tax law, commonly called the One Big Beautiful Bill Act.
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Indexed Annuities: Potential for Growth with Some Downside Protection
This article provides an overview of indexed annuities.
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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?
New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.
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Avoiding Probate with a TOD Deed and TOD Account
In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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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.
