Company Information

Get to know Value Management Inc.

Founded in 1993, Value Management Inc. (VMI) is a fee-only Registered Investment Advisor providing disciplined investment management and customized financial planning services. The firm operates under a fiduciary standard, committed to placing its clients' interests first. VMI focuses on building long-term relationships with individuals, families, and institutions by creating personalized financial strategies to help them achieve their financial goals without the conflicts of interest associated with commission-based compensation.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Value Management Inc.

United States

Founded in

1991 (35 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

(77 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.