Why work with us today?
Varsity Capital Management, LLC is an Independent Registered Investment Advisor in the State of Texas-fee based only investment management and financial advice. Partnering with the right firm to actively manage your investments is important could mean the difference between thousands and millions for your portfolio over the long-term. As you know, markets can be volatile and challenging to manage on your own, which why choosing the right investment management partner is important to your financial success.
We take a different approach
We will help you achieve your financial goals with confidence by identifying your risk and return profile and manage your portfolio accordingly, upon your request we create a financial plan based specifically on your situation and goals, to help ensure your peace of mind, we are actively involved in the day-to- day management of your investments. We will provide you with insights, based on our nearly two decades of working with clients’ portfolios in good and bad markets, to help you further understand what’s happening with your accounts in the short-and long-term duration.
Dive deep into retirement planning analysis including expenses, income, retirement assets, taxation, pre- retirement, retirement, insurance, long term care insurance needs, the effects of stock market movement on a plan, and legacy planning. Once we find gaps in your previous plan we incorporate simple solutions to make your financial plan better.
We have a disciplined portfolio management process. We allocate your portfolio to help meet your needs for liquidity, stability, income, and growth. Your retirement accounts receive close attention from our portfolio manager.
We identify key areas of risk that could disrupt family financial life, business, and deplete retirement accounts prematurely, then incorporate simple solutions to manage these areas of risk.