Unclaimed
David Phillip Schippers is a registered Investment Advisor Representative with Vantage Consulting Group Inc., a firm that provides a variety of investment advisory services including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Vantage Consulting Group Inc. is registered in Virginia and manages approximately $468,661,197 in client assets. David Schippers has been with Vantage Consulting Group Inc. since 2011 and is also registered with the state of Virginia. Schippers has a Series 65 and a Series 3 license.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Vcgi may also provide advice to endowments, ltd partnerships, advice/trading/acctg to pooled investments/and signal strategy
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Agreed upon rate for special projects
1
2
VA
03/08/2016 - Present
Vantage Consulting Group Inc. (VIRGINIA BEACH VA)
IA
Issued 03/08/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1997
Series 30 - NFA Branch Manager Examination
BC
Issued 05/01/1996
Series 3 - National Commodity Futures Examination
Active
Inactive
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