Investment Services Overview

Investment Services


Investment Services OverviewInvestment services are a major component of your overall finances.

Your Vermillion Financial Advisor can offer you a variety of investment services; from a comprehensive review of your entire portfolio (To determine your annual investment cost, annual income, tax liability, projected rate of return, level of risk, etc.) to independent research on a desired investment, to education on various investment vehicles you may be considering, to researching the tax implications of a liquidation.

Your advisor will work with you to choose a service plan that provides value for you. You can select one, some, or all of our services. You are in control. Since we do not earn any commissions on our investment recommendations and are paid a fee by you for our services, you are free to select only those services that you determine are of value to you.

For example, you may only want a Vermillion Financial Advisor to analyze your portfolio to verify the probability of your assets achieving the appropriate rate of return to find your long term financial goals. Or, you may want your Vermillion Investment Advisor, and Certified Financial Planner®, to create a custom investment portfolio for you and/or provide on-going monitoring. Regardless of what investment services you decide, the decision is yours to make.


Page Last Reviewed: 1/5/18