Advisor at Moy Investment Management, LLC
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Firm
Moy Investment Management, LLC
Location
Cincinnati, OH 45241
Credentials
CFA®, Series 63
Industry experience
25 years
Victor Moy is the principal of Moy Investment Management, LLC in Cincinnati, OH, holding the CFA® designation and Series 63 license with 25 years of industry experience. He has led Moy Investment Management since 2009. Moy Investment Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and retirement plans. The firm offers tailored investment programs based on fundamental, quantitative, and modern portfolio theory methods, and is notable for its institutional and pension consulting services, including ERISA advisory roles and participant education.
Based on Moy Investment Management, LLC
Based on Moy Investment Management, LLC
0.25% to 1.00% annually depending on assets, services, and complexity
Financial planning and consulting hourly fees range from $100 to $300 per hour
Fee-only: Investment management fees ranging from 0.25% to 1.00% annually; hourly financial planning fees $100 to $300 per hour
300 E Business Way, Suite 200
Cincinnati, OH 45241
Ohio
Moy Investment Management
2009 - Present (17 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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