Assets Under Management

$68.2M

Number of Clients

58

Number of Advisors

2

Avg. Portfolio per Client

$1.2M

Avg. Managed per Advisor

$34.1M

Compensation

Fee-Only (% of Portfolio)

About This Firm

Value Monitoring, Inc. (VMI) provides investment management services to separately managed accounts for institutional investors and high-net-worth individuals. VMI also acts as a sub-advisor to a private fund. VMI offers three core model portfolios: High Yield Bond Fund Trading Strategy, Balanced Portfolio, and Functional Ranked Empirical Stochastic strategy. VMI may also provide financial planning services, including asset allocation, tax planning, and insurance-related advice. VMI uses proprietary technology and quantitative analysis in its investment strategies.

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

VMI's fees for managing your investments in a separately managed account are negotiable, but typically around 2% of the total value of your portfolio each year. This fee is calculated monthly based on the average daily balance of your account. VMI generally requires a minimum account opening amount of $500,000, but they may waive this requirement at their discretion.

Areas of Practice
Investment ManagementTax PlanningHigh Net Worth
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Location

250 Oak Grove Avenue, Suite A, Menlo Park, CA, 94025-2251

2 Advisors at this firm

Value Monitoring, INC | TrueAdvisor