VIMCOR offers several different investment paths designed to fit the client’s requirements.
Managed Funds: For account with balances starting with just a few hundred dollars up to fifty thousand or more; This account is perfect for those just starting the investment phase, new IRA, or educational savings accounts.
Direct Managed account: Once an account reaches $50,000 or more, we can help lower overall costs by utilizing a Direct Managed account. With today’s lower commission rates charged by TD Ameritrade we are able to create a customized portfolio of individual investments. This can reduce fees incurred by investing in mutual funds or ETF funds and can provide a more concentrated portfolio.
Online Planning: We also have a web interface, where clients can enter information to get a new relationship started.
Social Security Optimization – Shows you how to get the most in SS benefits.
Small Business Pension Management – 401k and Simple IRA pension programs.