Cleveland Boutique
Investment Firm

About Volition Financial Network

Volition Financial Network is an independent boutique investment advisory firm specializing in alternative investments and active portfolio management strategies. We pride ourselves on staying true to our disciplined investment processes. As an independent firm, we are not tied down to any specific broker-dealer/custodial relationship, nor are we required to offer a specific product. This allows us to remain flexible as we navigate the market and economic conditions with the ability to quickly implement new strategies to better achieve your goals.

Our Services

Volition Financial Network helps clients identify their long-term financial goals and define their investment objectives. From there, we create and implement a unique strategy for each individual client and act in their best interest to achieve those goals.

Independent Flexibility

Independent Flexibility

As an Independent Registered Investment Advisory Firm, we can choose who we work with. We are not interested in only offering specific products or services that have been popularized by larger national firms. This allows us to explore unique investment relationships that are tantamount to our success.

Fortified Relationships

Fortified Relationships

We maintain strong relationships with key decision-makers of active portfolio management strategies. Each portfolio management team implements a unique and disciplined investment style and our firm ensures each management team adheres to their defined strategy and philosophy through strict due diligence and communication.

Investment Philosophy

Investment Philosophy

To accomplish a specific long-term investment goal in any market, resources must be committed strategically. Our philosophy is rooted from specific core investment values and we believe that active portfolio management strategies and alternative investment strategies provide our clients with risk-adjusted returns.

Customized Portfolios

Customized Portfolios

In addition to our specialized investment approach, our firm utilizes Separately Managed Accounts and 3rd Party Model Managers. These strategies offer greater transparency, tax efficiencies, lower cost, and portfolio customization to eliminate securities in a clients’ portfolio.

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CONTACT US TO GET STARTED

Please inquire here and let us know how we can help. You may also call our direct line to get started. Our response time is generally 1 business day.

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