Vu Financial Services, managed by Dr. Joseph Vu, creates individual investment portfolios for clients. Dr. Vu uses his finance background and experience with options to potentially hedge risk and improve returns. He designs each portfolio to fit the client's specific needs.
Assets Under Management$3.5M
Clients8
Advisors1
Avg. per Client$440K
Avg. per Advisor$3.5M
Fee Structure
Investment management only (planning not offered)
Vu Financial Services manages investment portfolios individually designed for each client. Dr. Vu often uses stock options to hedge and potentially increase returns. Fees for investment management are not explicitly stated in the brochure.
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