V2 Financial group, LLC provides comprehensive wealth management services and investment education / training services. Our goal is to help our clients to maximize the utilization of their financial resources towards achieving their life goals based upon the risk that they are willing to assume.

Risk-based, customized portfolio.

We believe in the "one shoe does not fit all" philosophy. We assess each client's goals, risk tolerance and investment circumstances (e.g. liquidity constraints) and develop an investment portfolio customized to that client's situation.

Application of a sophisticated investment model and a disciplined process that weeds out behavioral finance issues

Our comprehensive investment model blends modern capital market theory, mathematical optimization techniques, macroeconomic variables, and behavioral finance issues. We apply fundamental and technical analysis principles to identify profitable opportunities in the global markets.

Unbiased product selection. Pure advice

As a fee only advisor, V2 Financial Group does not derive commissions from any of the products that are recommended to clients. This results in recommendations that are unbiased and neutral across different investment products (e.g. one mutual fund company versus another) and solely based on the merit of the investment.

Use of derivatives to hedge risk and supplement income.

We use the options markets to reduce volatility and to generate additional income in client's portfolios

Superior mutual fund research

We analyze mutual funds exhaustively and are very selective in the funds that we will include in client's accounts.

Peace of mind and a holistic approach with investments being handled with integrity and intelligence.

When you entrust your money to us, you can be assured that it is handled intelligently, responsibly, and in a manner that ensures that the best ideas are employed so that no opportunity for profit is overlooked, without taking on undue risk.