Investment

What is investment management services

Please forward this error screen to sharedip-16015375168. Offering community-based trust and investment services was a key priority for the founders of What is investment management services National Bank. Since 2000, we have been providing families and institutions with a local, independent and deeply experienced investment team committed to achieving the long-term financial goals of our clients. Trust and investment services have been offered, since 2007, through VNBTrust, N.

VNB Wealth Management employs an integrated approach to financial planning and investment management which is designed to provide clients with a comprehensive wealth management solution. We work with our clients to determine their specific needs, and we dedicate the applicable resources to deliver the range of services necessary to meet their unique objectives. We operate and maintain a boutique structure that enables us to deliver on a client-first service commitment. We are keenly aware that our success can only be derived from your success.

We appreciate that you have unique financial concerns, and we’re committed to providing customized counsel based on your specific requirements. You want to be with an advisor you can trust and someone to whom you can confidently delegate your financial management, so you can focus on what’s most important to you. We are fortunate to work with you. You want professional guidance, and we stand ready to help you. Contact us today to learn about VNB Wealth Management and if it is the right partner for you. Let’s start with a free, one-hour, information-driven consultation. We call our first get-together the Discovery Meeting.

You can expect two or three solid recommendations, free of charge, designed to improve your financial planning efforts. We’ll listen with purpose to your pain points, your goals, your challenges, and your insights. VNB Wealth Management is a trade name used by VNBTrust, National Association. 404 People Place     Charlottesville, VA 22911     434. Since 1974 we have endeavored to construct well-diversified portfolios of high quality investments in order to provide competitive returns with below average risk. Our professionals offer an exceptional blend of talent and experience and are dedicated to providing investment solutions and service tailored to your investment needs.

We also work with professional advisors and consultants to provide services to their clients. INVESTMENTS ARE NOT FDIC INSURED, NOT BANK GUARANTEED, AND MAY LOSE VALUE. Our firm manages investments for individuals and families, businesses, and non-profit organizations. We apply a comprehensive, rigorous, approach and balance this with independent research and insight.