Voxy Wealth Management is directed by some of the most experienced individuals in the financial markets. With varied backgrounds and extensive knowledge of markets and opportunities, our leaders help steer the business and its response to a lively marketplace and a fast-changing world, constantly searching for ways to create value for our customers.
We're a part of the alternative investment ecosystem and are continuously evaluating opportunities in this asset class across the entire assortment of instruments such as private equity and hedge funds. We're very selective about our recommendations, which are based on a rigorous due diligence process which encompasses numerous technical evaluation criteria, together with sound macroeconomic context-setting. It'll be our pleasure to speak to you about your wealth management goals and objectives.
Our equity plans and recommendations are structured to provide a long-term, sustainable growth in client portfolios. We focus on businesses with predictable growth profiles, powerful competitive placement, and excellent management, complemented by solid balance sheets, ROEs, and cash flows.
Our in-house implementation and depository services seamlessly incorporate the investment procedures end-to-end. Our execution platform is geared toward transacting and reporting in an accurate, timely and error-free manner using the latest technology and advanced processes.
For client objectives which range from opportunistic trading strategies into the development of hedging based customized exposures and pay-off profiles, our derivatives desk may produce tailored recommendations utilizing quantitative, fundamental, and technical tools.
We monitor the international macroeconomic environment in addition to national credit and financial policy drivers to ensure client portfolios are positioned with the most optimal instruments to fulfill their return goals for specified risk levels.
Thank you for your interest in Voxy Wealth Management. It will be our pleasure to talk to you about your wealth management goals and objectives.
Give us a call at +1 (518) 872-8082
Send us an email at [email protected]
Location11923 NE Sumner St, Portland, OR 97220, USA
Opening hoursMonday to Saturday, 8am to 9pm
Call us+1 (518) 872-8082