Value Rotation Strategies (VRS) offers investment management services to clients through sponsored funds and managed accounts. VRS uses fundamental and systematic investment analysis, relying on proprietary models to make investment decisions. VRS tailors its services to client's investment objectives and may accommodate client-imposed restrictions.
Assets Under Management$8.6M
Clients1
Advisors1
Avg. per Client$8.6M
Avg. per Advisor$8.6M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
VRS charges up to 2.0% of your portfolio annually. They may also charge up to 30% of net profits as a performance-based fee. Additional operating expenses may apply.
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