Volkert Investment Management, Inc. manages assets for clients who desire above average investment returns. Volkert Investment Management, Inc. is an independent fee-based investment management firm that emphasizes excellent long-term performance while reducing risk, and providing outstanding customer service.
Volkert Investment Management, Inc. manages assets for a broad spectrum of clients and their mission is to sustain superior long-term investment results - for your retirement, for an income flow or for your beneficiaries.
Volkert Investment Management, Inc. manages assets for a broad spectrum of clients and their mission is to sustain superior long-term investment results - for your retirement, for an income flow or for your beneficiaries.
Services
Volkert Investment Management, Inc. provides outstanding customer services due to our dedication to three underlying principles - Professionalism, Responsiveness, and Quality. Volkert Investment Management, Inc. is one of the leading "niche" investment firms in the country.
By combining our proprietary investment approach, conservative money management and outstanding customer service, we ensure that each client receives the personalized and professional attention they desire.High standards, aligned interests and over 25 years of investment experience have produced excellent long term performance for our clients.
By combining our proprietary investment approach, conservative money management and outstanding customer service, we ensure that each client receives the personalized and professional attention they desire.High standards, aligned interests and over 25 years of investment experience have produced excellent long term performance for our clients.
V O L K E R T Investment Management, Inc. creates above average investment returns through the management of individual investment accounts for high net worth individuals. Client opens an account at an Investment Firm of their choice that deal in commodity futures, such as Morgan Stanley or ADM Investor Services.
Performance presented as Pro-Forma adjusted, which includes 0% management fee and 20% incentive fee. Advisory services offered through Chalice Wealth Advisors, LLC (CWA), a registered investment advisor. Securities offered through Chalice Capital Partners, LLC (CCP), member FINRA, SIPC. CWA and CCP are affiliated entities.
Clients are typically high-net worth individuals. Typical clients include doctors, lawyers and small business owners. These individuals are looking to diversify their overall portfolio and place 10 - 20% of their investment capital into a marketplace that is not highly correlated to the stock market.
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