The road to financial flexibility.
Helping individuals attain financial success by building a lifetime relationship based on mutual respect and trust.
About Us
Victoria Capital is a privately-owned registered investment advisor
We are independent from banks, brokers and life insurance companies. As a fiduciary, we put client needs first. Our clients have chosen to work with us because they trust us to achieve their financial goals.
Our Philosophy
We believe that a successful client relationship is highly personal.
Our philosophy is to achieve client investment objectives using a professionally managed, customized investment program. We structure each portfolio based on a client’s financial circumstances—both now and in the future.
Recent Perspective
Q3-24: Global Monetary Policy and Financial Markets
The third quarter surprised financial markets in that both bonds and stocks bucked the seasonal trend and finished higher. Most notably, September will be remembered as a turning point in monetary policy as the Federal Reserve reversed course and lowered the target fed funds rate by 50 basis points.