Small Victories Wealth

  • New to Investing or Don't want to spending time doing it?

Our Process

  1. Current Financial Situation
  2. Hopes, Dreams and Crystal Balls (boring finance jargon: Purpose, Objective & Time Horizon) 
  3. Your Investment Experience
  4. Risk Profile & Behaviors 
  5. Account Selection 
  6. Portfolio Design 
  7. Investment Monitoring

Investment Philosophy

Control investment expenses by selecting low cost funds 

Reduce risk by diversifying portfolio assets (not putting all our eggs in one basket) 

Fundamental analysis to identify undervalued investment options

We primarily invest in Exchange Traded Funds as we believe they are more tax efficient than Mutual Funds

Our approach is passive (we're not day trading) 


Past performance does not guarantee future returns 

Risk Profile

We analyze your behaviors related to dealing with risk to understand how you may react during a market downturn and market volatility. These are just fancy ways of saying how you might feel when the value of your investment goes down. 

Portfolio Design

We analyze your behaviors related to dealing with risk to understand how you may react during a market downturn and market volatility. These are just fancy ways of saying how you might feel when the value of your investment goes down. 

Maintenance 

Spend your time doing things you enjoy while we monitor your investments and make trades on your behalf. Our goal is to make your money work for you and to give you more time to spend on things that matter. 

Legal Stuff
Security

Business Hours

Monday - Friday 

3:00 pm - 9:00 pm PT

Address

San Jose, CA

95125



Email

vince@smallvictorieswealth.com

Phone

408-465-9082

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these websites.