Services

Our Services

At Virellis, we believe in transforming your financial future through strategic investment opportunities and tailored financial services. Our expert team is dedicated to providing you with personalized investment strategies designed to meet your individual goals. Whether you are new to investing or an experienced investor looking to diversify your portfolio, our comprehensive range of services will cater to your unique needs.

1. Investment Advisory Services

Capitalizing on market trends requires informed decisions. Our Investment Advisory Services are designed to guide you through the complexities of the financial landscape.

  • Personalized Investment Strategy: We craft personalized investment strategies tailored to your financial goals and risk appetite. Cost: $500 – $1,500
  • Portfolio Review and Analysis: Regular assessments of your current portfolio to optimize asset allocation and performance. Cost: $300 – $700
  • Market Research and Insights: Gain access to in-depth market analysis, trends, and economic forecasts to enhance your investment decisions. Cost: $200 – $600 per report

2. Wealth Management

Preserving and growing your wealth is paramount. Our Wealth Management Services provide a holistic approach to managing your financial health.

  • Comprehensive Wealth Planning: We create a detailed financial plan encompassing investment management, tax strategies, and estate planning. Cost: $1,000 – $3,000
  • Retirement Planning: Preparing for retirement requires strategic foresight; we help design retirement plans that align with your desired lifestyle. Cost: $500 – $1,500
  • Trust and Estate Services: Expert guidance in creating trusts and estate plans that ensure your wealth is passed on according to your wishes. Cost: $750 – $2,500

3. Investment Fund Management

For those seeking collective investment opportunities, our Investment Fund Management Services offer a diverse range of funds to suit various investment goals.

  • Mutual Fund Management: Invest in professionally managed mutual funds with a range of asset classes. Management fee: 1% – 2% of assets under management annually
  • Hedge Fund Management: Gain access to our exclusive hedge funds aimed at maximizing high returns while managing risk. Management fee: 2% plus 20% performance fee
  • Exchange-Traded Funds (ETFs): Affordable and flexible investment through our carefully curated ETF offerings. Expense ratio: 0.05% – 0.75% of assets annually

4. Financial Planning

Achieving financial stability and growth requires a solid financial plan. Our Financial Planning Services will help you outline clear financial goals.

  • Budgeting and Cash Flow Analysis: We analyze your income and expenses to create a sustainable budget for your financial health. Cost: $300 – $800
  • Educational Planning: Plan for future education expenses, including college funding options and savings strategies. Cost: $500 – $1,200
  • Insurance and Risk Management: Assess your insurance needs and develop strategies to protect your assets and income. Cost: $400 – $1,000

5. Tax Strategy and Preparation

Taxes can be a significant drain on your wealth. Our Tax Strategy and Preparation services aim to minimize your tax exposure effectively.

  • Tax Planning Services: Proactive strategies to minimize tax liabilities and maximize deductions. Cost: $300 – $1,000
  • Tax Preparation Services: Comprehensive tax preparation services to ensure compliance and take advantage of potential savings. Cost: $200 – $750
  • International Tax Services: Specialized advice for those investing or living abroad, covering cross-border tax issues. Cost: $500 – $2,000

6. Real Estate Investment Services

Investing in real estate offers unique opportunities and challenges. Our Real Estate Investment Services provide expertise to help you navigate this market.

  • Property Acquisition Services: Assistance in identifying, evaluating, and acquiring investment properties that align with your strategy. Cost: 1% – 3% of purchase price
  • Property Management Services: Comprehensive management solutions for your rental properties to maximize return on investment. Cost: 8% – 12% of monthly rental income
  • Real Estate Fund Offering: Participate in collective real estate investment funds managed by our experts. Minimum investment: $25,000

7. Alternative Investment Opportunities

Diversifying your portfolio with alternative investments can mitigate risk and enhance returns. Virellis offers access to a variety of alternative investment options.

  • Private Equity Investments: Invest in privately held companies with high growth potential. Minimum investment: $50,000
  • Venture Capital Opportunities: Engage with startup funding opportunities in innovative industries. Minimum investment: $25,000
  • Commodities Trading: Direct exposure to commodities such as gold, oil, and agricultural products to hedge against inflation and economic downturns. Cost: Varies by asset

8. Education and Training

Empowering you with knowledge is key to successful investing. Our Education and Training services offer resources to enhance your investment skills.

  • Workshops and Seminars: Participate in engaging workshops covering various investing topics and strategies. Cost: $100 – $500 per session
  • One-on-One Coaching: Personalized coaching sessions designed to address your specific questions and objectives. Cost: $150 – $400 per hour
  • Online Courses: Comprehensive self-paced online courses covering fundamental and advanced investment strategies. Cost: $50 – $300

Conclusion

Virellis is committed to providing comprehensive and personalized investment services designed to meet the needs of our clients. Whether you are looking for investment advisory, wealth management, or alternative investment opportunities, our expert team is here to help you achieve financial success. Contact us today to find out how we can assist you in reaching your investment goals.
Oliver Smith