Vifinance L.L.C.

Overview

Vifinance L.L.C. is a small, single-office registered investment adviser organized as a limited liability company that focuses on discretionary portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and targets equity-oriented portfolios, with exchange-traded securities making up the vast majority of its assets. Vifinance L.L.C. does not position itself as an ESG investor and operates with a limited geographic footprint. Investment activity centers on liquid, public markets exposure—primarily exchange-traded equities and ETFs—supplemented by mutual funds. The firm’s client base is individual and family households, and its services are tailored to small-scale accounts where individualized, discretionary management is emphasized.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices