Victrix Investment Advisors

Overview

Victrix Investment Advisors is an independent registered investment adviser that runs a client-focused practice for individuals, families and select institutional relationships. The firm leans heavily on public equity exposure — implemented primarily through exchange-traded vehicles and separately managed accounts — while supplementing portfolios with mutual funds, annuities and targeted allocations to third-party alternative managers. Advice and client work center on financial planning, portfolio management for individuals and small businesses, and pension-related consulting. Fee arrangements combine an asset-based charge with hourly billing for certain planning or consultative work. The firm presents a concentrated operational custody relationship and a compact team structure under individual ownership. That setup supports discretionary management for the vast majority of client assets, with a small portion managed on a non-discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices