VIOS Asset Management provides ongoing portfolio management services tailored to individual client goals, objectives, time horizon, and risk tolerance. VIOS may create an Investment Plan for clients, which outlines the client’s current situation risk tolerance to aid in the selection of a portfolio that matches each client’s specific situation. VIOS may limit its money management to mutual funds, equities, bonds, fixed income, debt securities, ETFs, REITs, options and government securities. Clients may impose restrictions on securities or types of securities in accordance with their values or beliefs.
Fee Structure
VIOS Asset Management charges an annual fee based on the total value of your investments. The fee ranges from 0.50% to 1.50%. This fee is negotiable, and clients working for nonprofit organizations or with limited resources may receive a reduced fee. Fees are paid quarterly. Clients can terminate their contract with 30 days' written notice.