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Investment Management

Investment Management

How are investments for your portfolio selected?

First we find out about you. We consider your short-term and long-term financial needs and goals, your risk tolerance and your risk capability, and other aspects. We then consider many different factors such as fund fees, liquidity, tax implications, the economic environment, etc. to determine investment choices appropriate for you.

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What is Biblically Responsible Investing (BRI)?

BRI takes a values-based approach to selecting your investments, seeking to align your investment portfolio holdings with Christian principles. It's designed for those who are concerned about God-honoring stewardship of their assets and who prefer to invest in companies that more closely align with Biblical principles. 

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How much does professional Investment Management cost with Fruit of the Vine Financial?

Our Investment Management service includes investment and economic analysis performed on a regular basis, rebalancing and trading, and providing individualized investment advice. The cost is based either on a flat rate or a percentage of your assets under our management, according to the following levels.

 

Assets Under Management        Annual Fee

Up to $100,000                            1.50%

​$100,001 - $500,000                    1.25%

$500,001 - $1,000,000                 1.00%

$1,000,001 - $2,000,000               0.90%

$2,000,001 - $3,000,000               0.80%

$3,000,001 - $5,000,000               0.70%

$5,000,001 and Up                       0.60%

    

Fruit of the Vine Financial, LLC (FOTVF) is a registered investment adviser offering advisory services in the States of Texas and Minnesota and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by FOTVF in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of FOTVF, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.

©2023 by Fruit of the Vine Financial

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