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Company Statistics

  • Founded in 1998
  • $14 billion in assets Modeled
  • Average Advisor has 60 million in assets
  • Headquartered in Mesa, Arizona



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"The advantage to the financial professional that can offer his or her own product line cannot be over estimated." - Robert L. Kendal Jr."

Financial professionals, who have struggled for years with how to offer their own actively managed products, now have a cost effective alternative to outsourcing - VPM.

Bringing consistency, structure, and discipline into the investment management process has rewarded the financial professional, but most of all, it has benefited "The Customer", the real user of VPM.



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