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.
|Firm Start Year:||2003|
|Name of Custodial Firm:||TD Ameritrade|
|Number of Years with Current Firm:||10|
|I work with the following types of clients:||Non-Profit Organizations, Individual Investors, Businesses|
|Investment Types:||Exchange Traded Funds (ETFs), Stocks, Bonds, Mutual Funds, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At your office, Via email, Via phone, At your home, At my office|
Qualifications & Memberships
|Assets Managed by Advisor:||$17,000,000|
|Registered Investment Advisor:||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:||Fee Only|
|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-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|
|Bachelor of Science in Business Administration - Business||
University of Florida - Gainesville, FL
August 1991-May 1993
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 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.
|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|
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.
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.