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Naushad Virji, RIA
Virji Investments, Inc.

Tel: 321-275-5050
1331 S International Pkwy
Suite 2291
Lake Mary, FL 32746
Virji Investments, Inc. | Financial Advisor in Lake Mary ,FL

Securing the future you've earned


About Naushad Virji

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.


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.

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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
Work with the following types of clients:   Non-Profit Organizations, Individual Investors, Businesses

Services

Investment Types:   Exchange Traded Funds (ETFs), Stocks, Bonds, Mutual Funds, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Office, Via Email, Via Phone, Your Home, Our Office

Qualifications & Memberships

Firm Information

Assets Managed by Advisor:   $17,000,000

Compensation and Fees

Fee Structure:   Fee-Only
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

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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.

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.

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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.

Compliance

Registered Investment Advisor:

Yes


Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

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

Awards & Recognitions

2013 Five Star Wealth Manager
(05/15/2013)

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.

Compensation Arrangements

Check Bank Transfer

News & Events

Naushad Virji, Five Star Wealth Manager Award
When: 05/24/2013
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.

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