Market
RIA
Member Level
Basic
Last Activity
within 3 months
Profile Age
352 days old
General
Location
Cleveland, OH, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Business Type
Registered Investment Advisor
AUM
$8,000,000.00
Gross Revenue
$65,000.00
# of Accounts
65
Avg Client Age
55
Overview

Volition Financial Network (VFN) is a Cleveland based boutique Investment Advising Firm established in July of 2019. VFN maintains strong relationships with a vast array of Portfolio Managers that utilize active portfolio management strategies to across several asset categories. These management strategies include but are not limited to long only equity, fixed income, real estate, and several alternative investment approaches. Each clients' portfolio is carefully allocated based on the clients' investment goals, risk tolerances, and income needs. Clients' portfolios are reviewed on a strict 13 week rotation and 1 on 1 meetings are encouraged during each review.

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