PHILOSOPHY

WHAT YOU BELIEVE
DETERMINES HOW YOU INVEST.

WE BELIEVE IN MARKETS.

We build globally diversified portfolios that leverage the market’s efficiency rather than guessing at pockets of short-term, unpredictable trends.

WE BELIEVE IN EFFICIENT RISK.

We build portfolios that seek to achieve the “efficient frontier”. This means investors never take on more risk for less reward.

WE BELIEVE IN LIFETIME INCOME.

We work with every unique situation to discover the right amount of money to shield from volatility, while simultaneously maximizing growth.

WE BELIEVE IN MARKETS.

Markets work. That's what the evidence says.

The market is one of the most powerful wealth generators. Our global-based, academically minded portfolios balance large cap markets, emerging or small cap markets, and more to make sure you’re properly exposed to paths of growth.

$1

SEE THE GROWTH OF A DOLLAR FROM 1926 TO 2017.

Participating in the right sectors, and in the right way, makes all the difference.
FROM JUN. 1926 - DEC. 2017

U.S. Small Cap

$1 to $22,985

Your dollar would’ve become $22,985.

Small cap refers to companies with a relatively small market cap.

U.S. Large Cap

$1 to $7,347.29

Your dollar would’ve become $7,347.29.

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Long Term Bonds

$1 to $142.73

Your dollar would have become $142.73.

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Treasurey Bills

$1 to $20.79

Your dollar would have become $20.79.

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Inflation

$1 to $13.77

Your dollar would have become $13.77.

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THERE ARE TWO WAYS TO INVEST.

Vimvest Advisors takes 50 years of research in the field of economics very seriously and puts its trust in evidence rather than educated guesswork.  

ACADEMIC OPTION

Passive Investing

The belief that all of the knowable and unknowable information is already built into the stock price. Therefore, trying to beat technology and economics is not consistently possible.
Good if you believe in markets & economic research.

GURU OPTION

Active Investing

The belief that a person can use intuition and guesswork to accurately predict when stock prices are too high or low. Therefore, it’s possible to beat the market consistently.
Good if you believe in gurus on Wall Street.

MAKE AN APPOINTMENT TO LEARN MORE.

We Believe in efficient Risk.

NEVER TAKE ON MORE RISK FOR FEWER RETURNS.

The level of risk you are willing to take should be reflected in the potential for returns. Many portfolios are full of risk with low returns. Make sure your portfolio is “efficient” when it comes to risk.

DOES YOUR PORTFOLIO LOOK LIKE THIS?

Nobel Prize winning research on risk and returns says that it should.

THE EFFICIENT FRONTIER

Risk Amount

This is for illustrative purposes only. It is a visual representation of one of the concepts of Modern Portfolio Theory. It does not represent actual return amounts or risk amounts (standard deviation) of the Vimvest Advisors portfolio offerings. For more information, contact us.

HIGH PORTFOLIO FEES CAN RAISE RISK

Risk can find its way into a portfolio through an excessive and unpredictable fee structure. Fees are done in different ways by different financial advisors. Ensure the fees you pay don't create an imbalance of risk by eating into your returns.

Check Your Fees

LOW DIVERSIFICATION CAN RAISE RISK

The basic idea of diversification is taught in Investing 101, but applied diversification in a global market is not accomplished by picking a few, or even a few hundred, individual stocks. Make sure your portfolio is globally diversified.

Check Your Portfolio

WE BELIEVE IN LIFETIME INCOME.

PROTECT YOUR ASSETS BY TAKING A ONE-WAY TRIP UP.

Shielding against losses or large market corrections doesn’t have to mean giving up growth. We can help you ensure lifetime income while also allowing you to enjoy returns in the market.

This is for illustrative purposes only. It visually represents one of the concepts of our Stair-Step Annuity. It does not represent actual return amounts or deviation of the Vimvest Advisors annuity offerings. For more information, contact us.

MAKE AN APPOINTMENT TO LEARN MORE.