Company Research Report: Venture Visionary Partners
Company Overview
- Name: Venture Visionary Partners, LLC
- Mission of the Company: Venture Visionary Partners aims to provide customized planning and investment solutions tailored to the personal circumstances and goals of their clients, helping them steadily grow and sustain their wealth.
- Founded By: Craig D. Findley
- Key People in the Company:
- Craig D. Findley, CPWA® - Chairman/CEO
- Brian J. Funkhouser - Partner & Managing Director, Investments
- Robert W. Retzloff - Partner, Chief Operating Officer
- Melissa J. Estrich - Partner, Head of Family Office Practice
- Craig A. Warnimont, CFA® - Partner, Chief Investment Officer
- John T. O’Brien, AIF®, CRPS®, CRPC® - Director, Retirement Plan Consulting
- Headquarters: 5520 Monroe Street, Suite B, Sylvania, OH 43560
- Number of Employees: No information is available
- Revenue of the Company: No information is available
- Known For: Venture Visionary Partners is recognized for its investment advisory services, high-level client service, and dedication as fiduciaries offering personalized wealth management.
Products
- Financial Planning Services:
- High-Level Description: Financial planning serving the needs of multigenerational clients, defining goals, and anticipating life events such as inheritance or the sale of a company.
- Key Features:
- Wealth Transfer
- Charitable Giving
- Retirement Planning
- Education Planning
- Wealth Management Services:
- High-Level Description: Design and manage customized investment portfolios with a focus on the client’s risk tolerance and goals.
- Key Features:
- Asset Allocation
- Portfolio Monitoring
- Proactive Management
- Periodic Rebalancing
- Retirement Planning:
- High-Level Description: Strategies for post-retirement income through well-managed retirement plans.
- Key Features:
- Defined Contribution Plans (401(k), 403(b))
- Cash Balance
- Pension Management
- Corporate Consulting Services:
- High-Level Description: Provides consulting services for corporate savings and retirement plans.
- Key Features:
- Plan Provider Fee Management
- Plan Governance and Compliance
- Service Provider Oversight
- Employee Engagement and Analysis
- Venture Visionary Lab:
- High-Level Description: A proprietary research and investment tool created by Craig Findley.
- Key Features:
- Combines institutional investment research with proprietary processes
- State-of-the-art technology
Recent Developments
- New Features Added to Existing Products:
- Introduction of the “Venture Visionary Lab,” a proprietary research and investment tool that provides advanced analytics and technology integration for investment processes.
- No information is available on new product launches, new partnerships, or other recent developments.
This report compiles essential data about Venture Visionary Partners, focusing on organizational structure, key products, and strategic initiatives. Further insights or updates would require additional internal assessments or releases from the company.
