PORTFOLIO MANAGEMENT

Virginia Wealth Management Group believes in putting our clients first. As a fee-only Registered Investment Adviser, we are fiduciaries and have a legal commitment to put our clients’ interest before our own.

We don’t sell products, but instead provide clients ongoing advice. Consequently, our fee structure seeks to ensure that we are always on the same team and plainly transparent.

We believe each investor should have an investment strategy that is uniquely suited to accomplishing specific objectives.

An investor’s risk tolerance is incredibly important – The highest returning investment strategy in the world is worthless if an investor is unable to “stick with it” during the worst of times.

Our investment philosophy is based on three general tenants:

Low-Cost
Tax-Efficient*
Long-Term

Of course, not every investment strategy is suitable for everyone. We accept that certain investment styles come into and out of favor. Furthermore, our investment philosophy might not be compatible for every potential client.

We believe a thoughtful investment management firm should prioritize owning individual securities, which can be held for multi-year periods. This has both cost and psychological advantages – Stocks are partial ownership shares in companies, and we should approach investing as businesspeople. However, when the benefit justifies the cost, low-cost vehicles like ETFs or mutual funds can help us diversify client portfolios and meet other objectives.
We are long-term value investors with an emphasis on the quality of the cash flows in every security we add to client portfolios. On an after-tax basis, we can potentially generate higher net returns, owning one security for a long period even while more active trading could generate a higher gross return.

4460 Corporation Lane
Suite 180
Virginia Beach, VA 23462

757.963.1823
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IMPORTANT DISCLOSURES

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, was awarded to Scott Saal in April 2022 for the period of 1/1/2022 – 12/31/2022 and in April 2023 for the period of 1/1/2023 – 12/31/2023. The Forbes ranking of Best-in-State Next-Gen Wealth Advisors was awarded in August 2023 for the period of 1/1/2023 – 12/31/2023. Being a Forbes Best-In-State Wealth Advisor or Forbes Best-In-State Next-Gen Wealth Advisor does not mean Scott Saal is ranked the top advisor in the state. The ranking includes many advisors in the state that have been awarded the “best-in-state” distinction.

The ranking is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience for Best-In-State Wealth Advisors and a minimum of four years of experience for Best-In-State Next- Gen Wealth Advisors. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience; the firm’s research and rankings provide opinions for how to choose the right financial advisor. Investors must carefully choose the right advisor for their own situation and perform their own due diligence. Ratings should not be considered an endorsement of the adviser by any client.

Neither Forbes nor SHOOK are a client of Virginia Wealth Management Group, nor do they receive a fee in exchange for rankings. Once placed on a ranking, advisors may choose to pay fees to Forbes and Shook for premium listing features on Forbes directory of top advisors, use of the ranking logo or reprint of the ranking.

Additional information on the ranking methodology can be found at forbes.com and SHOOKresearch.com.