Virginia Global Asset Management, LLC

Virginia Global Asset Management is a small advisory firm run by a two-advisor team that provides discretionary and non‑discretionary portfolio management, financial planning (broad-based and modular), and services for trusts and retirement accounts. The firm manages about $26.3 million for a limited roster of clients and serves both individual (including high‑net‑worth) and institutional clients.

The firm’s investment approach combines top‑down macro analysis with bottom‑up fundamental research and a contrarian orientation, seeking to outperform the S&P 500 over a market cycle. Portfolios are often concentrated in three to four sectors with multi‑year holding horizons, and the firm varies equity beta, sector exposure, and fixed‑income allocations while using ETFs (including inverse ETFs) for hedging and implementation when appropriate.

Among features that distinguish the firm from many peers of similar size are active public outreach — periodic educational seminars and paid television and digital advertising — and a recent addition of a branch office, reflecting an emphasis on client education and growth beyond referral channels. The firm maintains a very small client roster that allows individualized oversight, highlights a CFA charterholder among its principals along with an adviser who brings technology/operations experience, and does not vote client proxies on clients’ behalf.