Naushad was born in Italy in 1971 but has lived in Florida since 1975. He earned a degree in business administration from the University of Florida and then went on to successfully complete his series 65 NASD examination to become a registered investment advisor representative. Naushad is the CEO of Virji Investments, Inc. Based in Lake Mary, Florida, Virji Investments is a boutique money management firm specializing in a disciplined approach to long-term investing using a value philosophy in security selection. Living in Longwood, Florida, Naushad is happily married with three children. His personal interests include golf, fine automobiles and spending leisure time with his family.
At Virji Investments, we strive to provide exceptional investment management services for our clients. Our primary goal is the preservation and growth of our client's portfolios. We will accomplish this through a disciplined approach to long-term investing while providing superior client service.
Senior Investment Advisor
Allan has spend more than 20 years working in the financial services industry. The knowledge he has gained from his hands-on training and experience working in the financial field has proven, in many cases, more beneficial than anything learned from college text books. Allan is a Senior Investment Advisor at our Tampa area office.
Senior Investment Advisor
Ishaq Mohiuddin earned an MBA from Northern Illinois University. He has a long history in financial services in various capacities. He also has experience with corporate America working at Kraft Foods and Motorola. Ishaq is a Senior Investment Advisor at our Chicago area office.
Based in Southern California, Ahmed completed his investment advisory registration in 2012. A 1999 graduate of Indiana University School of Law. Ahmed is a practicing attorney and certified specialist in estate planning, trust and probate law by the State Bar of California Board of legal specialization
|Firm Start Year:||2003|
|No. of Employees:||5-9|
|Name of Broker/Dealer:||TD Ameritrade|
|Name of Custodial Firm:||TD Ameritrade|
|Number of Years with Current Firm:||10|
|Work with the following types of clients:||Non-Profit Organizations, Individual Investors, Businesses|
|Investment Types:||Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Stocks, Socially Responsible Investments (SRI)|
|Can meet clients in the following ways:||Your Home, Our Office, Email, Your Office, Phone|
Qualifications & Memberships
|Assets Managed by Advisor:||$17,000,000|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$25,000.00|
|Compensation Methods:||Based on Assets|
|Organization :||Advance Law, Washington, DC|
|Position :||Advisory Board Member|
|Duration :||September 2010-Present|
|Organization :||Mercy USA, Plymouth, MI|
|Position :||Board Member, Treasurer|
|Duration :||January 2010-December 2012|
|Organization :||Internet City, Inc., Sanford, FL|
|Position :||Board Member|
|Duration :||December 2012-Present|
|Bachelor of Science in Business Administration - Business||University of Florida
- Gainesville, FL
August 1991-May 1993
Do you have a customer satisfaction or refund policy?
Customers will receive a refund after providing a written request to discontinue services.
What services do you provide? What are your specialties?
We provide investment management services. We offer retirement accounts, education savings accounts and 401(k) plans for businesses.
What is your experience? How many clients do you currently manage?
We have been in business in Lake Mary for over 10 years. We have over 100 clients with over 250 accounts.
What financial institution(s) do you represent?
Virji Investments is an independent TD Ameritrade advisor.
What is your approach to financial planning?
We are a fee-only advisory firm. Our management fees range between 1.00% to 2.00% depending on the amount of assets being managed.
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
|Virji Investments, Inc. is registered as an investment advisor with the State of Florida, California, Illinois, Texas and Indiana. All information contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Such an offer can only be made in States where Virji Investments, Inc. is registered or where an exception from such registration is available, and no new account will be accepted unless and until all local regulations have been satisfied. If you are a resident of the State of Florida, California, Illinois, Texas or Indiana and are interested in our services, please e-mail us or call and request our Disclosure Brochure (Part II of the Form ADV); which provides detailed information about Virji Investments, Inc. and any inherent risks that may be associated with our services.|
Registered Investment Advisor:
Investment Advisor Representative:
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|
|Winter Garden||New Smyrna Beach|
2013 Five Star Wealth Manager
The Five Star award recognizes Wealth Management professionals for their exceptional service to their clients. This award is the most widely published award for Wealth Managers in United States and Canada for client satisfaction.
Naushad Virji, Five Star Wealth Manager Award
Details:Naushad Virji receives the 2013 Five Star Wealth Manager Award for providing the highest quality service to clients. This award is the most widely published award for Wealth Managers in the United States and Canada for client satisfaction.
CFP®, CIMA®, CLU®, AIF®, CDFA®, ChFC®
ADVANCED WEALTH PLANNING GROUP
15 Years of ExperienceView Profile
CFP®, CIMA®, Chartered Retirement Planning Counselor (CRPC®)
14 Years of ExperienceView Profile
CASL®, RFC®, EA, CLU®, QFP®, CTS
ASSURITY FINANCIAL GROUP
22 Years of ExperienceView Profile
DOCK STREET ASSET MANAGEMENT
18 Years of ExperienceView Profile