Collaboration
About Us
At Ventura Advisors, we specialize in working with people who appreciate expertise in investment management and wealth solutions. We are a fee-only firm, meaning that our only compensation comes from you, our client. We are fee-only so that our interests are aligned as much as possible with the interests of our clients.
With our experience and training in investment management, investment analysis, real estate, financial planning, and trust administration/estate planning; we have the skills to craft tailored solutions to your unique circumstances.
Life can be complicated, and you have big decisions to make. If you are looking for a partner to help you make order of the chaos, please reach out to us. We strive to provide you with peace of mind while your assets are working for you.
Our Philosophy
We believe that the key to your success is the creation of an achievable plan, and the execution of that plan using expert advisors and time-tested investment strategies.
Over time, significant life events will occur, and your situation will change; these events may require a reevaluation of your original plan. We commit to being available to help you navigate through these changes, and to help you evaluate the weighty decisions that you will have to make.
Our Process
We begin with discussions of goals and objectives, investment time horizon, investment experience, ongoing liquidity needs, risk tolerance and tax planning. We assess your current and future resources and obligations, account structures and estate plans to get an understanding of your existing scenario.
We will craft a plan designed to achieve your goals and offer you referrals to outside professionals that provide the services that we do not provide, if requested by you. We will draft an Investment Policy Statement, which is our contract with you as to how we will manage assets on your behalf. We will review your needs and resources over time, and update our plan and investment strategy as necessary.
