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Client Relationships

The most important part of a business relationship is its client relations. We want you to feel comfortable with your relationship with Virginia Capital. We treat you the same as we wish to be treated in our dealings with others.

The key to any relationship is communication. We want you to understand what we are doing and how it relates to your individual financial plan. We meet with you to understand your concerns and develop solutions for those concerns. The portfolio we develop for you is specifically tailored to your risk-reward and income requirements.

This commitment to our clients includes complete investment planning, professional portfolio management, quarterly financial reports showing you the status of your account, periodic client meetings and telephone calls. Under investment planning we mean quantifying your financial goals, review of your progress towards fulfilling those goals, advising you on your protection levels, financing or refinancing your mortgage, review of your estate plans and the use of trusts as a planning tool to minimize the negative tax effects of an improperly planned estate.

 

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