Investment Advisory Services

Valley Forge Investment Consultants, Inc. (VFIC) is an independent Registered Investment Advisor. We assist both individual and institutional investors analyze, design and monitor a wide variety of investment programs.

This includes:

• Assessing risk tolerance and developing a written Investment Policy
• Portfolio Planning for specific income distributions
• Enabling access to Managers and Private Equity investment opportunities
• Tracking pre and after-tax historical results of money managers
• Allocating assets among asset classes and top historical performing managers to increase return and minimize risk
• Monitoring manager discipline to their investment style
• Reviewing portfolios with clients on a quarterly basis
• Conducting education meetings with individuals, directors, trustees, and other fiduciaries

We provide investors with an objective, efficient approach to wealth accumulation utilizing the nation's best money management companies.