Led by Portfolio Manager, Ted Velikonja, the Velikonja Investment Group offers institutional style investment management services tailored to the individual investor. Ted Velikonja brings over 24 years of experience in the investment industry when making disciplined investment decisions on his clients' behalf. The service team allows Mr. Velikonja to dedicate his time to the investment decision making process while providing clients with the highest level of service. The Velikonja Investment Group is committed to helping clients build wealth and financial stability over a lifetime and into future generations.
- A strong disciplined approach to value-based discretionary money management
- Quarterly reporting including regular face-to-face meetings
- High level service team that is knowledgeable and detail oriented
- Holistic approach- ensures that all aspects of the client's financial affairs are addressed as needed
- Regular communication and meetings with other professionals within the client's circle
