Naushad Virji
Virji Investments, Inc.
Suite 2291
Lake Mary, FL 32746
Securing the future you've earned
About Virji Investments, Inc.
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.
General Information |
| 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 |
| I work with the following types of clients: | Non-Profit Organizations , Businesses , Individual Investors |
Services |
| Investment Types: | Stocks , Exchange Traded Funds (ETFs) , Bonds , Mutual Funds , Socially Responsible Investments (SRI) |
| I can meet clients in the following ways: | At my office , At your office , Via phone , Via email , At your home |
Qualifications & Memberships |
Firm Information |
| Assets Managed by Advisor: | $17,000,000 |
Compliance |
| Registered Investment Advisor: | Yes |
| Registered Representative: | Yes |
| Investment Advisor Representative: | Yes |
| I am an acknowledged fiduciary: | Yes |
| Compliance Disclosures in Last 5 years: | I have a clean record |
| Criminal Disclosures in Last 5 years: | I have a clean record |
Compensation and Fees |
| Fee Structure: | I am a Fee-Only financial professional |
| Minimum Portfolio Size for New Managed Accounts: | $25,000.00 |
| Compensation Methods: | Based on Assets |
Board Positions
| Organization: | Advance Law Washington, DC |
| Position : | Advisory Board Member |
| Duration : | September 2010-Currently holding |
| Organization: | Internet City, Inc. Sanford, FL |
| Position : | Board Member |
| Duration : | December 2012-Currently holding |
| Organization: | Mercy USA Plymouth, MI |
| Position : | Board Member, Treasurer |
| Duration : | January 2010-December 2012 |
Education
| Bachelor of Science in Business Administration - Business |
University of Florida - Gainesville, FL
August 1991-May 1993 |
Faqs
- 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.
- How do you charge for your services? 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.
Disclosures
www.virjiinvestments.com
Disclaimer
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.
Naushad Virji
RIA
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.
My Team
Allan Paull
Senior Investment Advisor
Ishaq Mohiuddin
Senior Investment Advisor
Ahmed Shaikh
Investment Advisor
Communities Served
| Apopka | Mount Dora |
| Eustis | Winter Park |
| Sanford | Kissimmee |
| Maitland | Oviedo |
| Casselberry | Deland |
| Orlando | Titusville |
| Winter Springs | Deltona |
| Longwood | Ocoee |
| Winter Garden | New Smyrna Beach |
| Debary | Clermont |
| Altamonte Springs | Edgewater |
Office Hours
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Mon. | 9:00 AM - 5:00 PM |
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Tue. | 9:00 AM - 5:00 PM |
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Wed. | 9:00 AM - 5:00 PM |
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Thu. | 9:00 AM - 5:00 PM |
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Fri. | 9:00 AM - 5:00 PM |
Compensation Arrangements
| Check | Bank Transfer |