Skip to main content

VFA Form ADV Materials

Wrap Fee Programs: Guided Portfolio Advantage (GPA), Guided Portfolio Services (GPS),  Managed Investment Program (MIP), and MIP Unified Managed Account Program

Financial Planning and Consulting Services Program

We strive to provide individuals with disabilities equal access to our services, including through an accessible website. If you have questions, comments, or encounter any difficulty in using our site, please contact us at:
Phone: 1.888.280.1243; Email:

RO 2743955 (2/2023)