Vardell Strategies LLC

Vardell Strategies provides ongoing portfolio management and financial planning services tailored to each client's goals, time horizon, and risk tolerance. Portfolio management includes asset allocation, asset selection, and regular monitoring, with authority to make trades without asking first. Financial planning covers investment planning, life insurance needs, tax concerns, retirement planning, college savings, and debt or credit management. Vardell Strategies generally limits its investment advice to exchange-traded funds, mutual funds, fixed income securities, equities, and private placements, while primarily recommending U.S. equities, exchange-traded funds, and options. The firm serves individuals, high-net-worth individuals, and other investment advisors, with no account minimum required.