What We Invest In

Intelligent Portfolio Management

  • 213 538 8664

WHAT WE INVEST IN

  • Guaranteed Investments
  • Market Return Notes
  • Fixed Income
  • Stock ETFS
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Some of our strategies

  • Capital Preservation
  • Balanced Growth
  • Income Generation
  • Downside Protection

EXAMPLES OF INVESTMENT STRATEGIES

  • Capital preservation and growth – insured positive returns with market like growth
  • Growth oriented – Diversified stocks, ETFs focused on long term capital appreciation
  • Income centered – Dividend stock, bonds with tax optimized income potential
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HOW WE WORK

We work in partnership with our clients to set

  • Goals: Set investment objectives, target return & cash needs
  • Planning: Create robust investment strategy and asset allocation
  • Authorization: Obtain trading authority for client owned brokerage account
  • Execution: Implement investment transactions consistent with goals
  • Monitoring: Review investments and make adjustments as markets change

For a Complimentary
Portfolio Assessment

Veda Financial is an approved Manager on TD Ameritrade

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