Firm at a Glance
FIRM TYPE
Financial Planner / Adviser
LOCATION
Melville, New York
Overview
At Villicus Management, we understand the obstacles and uncertainties investors face when making decisions that will determine the outcome of their financial goals. With volatile markets and financial scandals repeatedly topping the headlines, it is more important than ever to provide a solution that will foster trust and alleviate concerns from both a professional and ethical standpoint. At Villicus, we strive to achieve the pinnacle of client expectation by combining steadfast principles and professional management to make the journey through the financial labyrinth a less perilous one.
Leadership
Nicholas Ragone, Villicus Capital Partners L.P.
Managing Member at Villicus Capital Group LLC
Disclaimer
RIA Disclaimer Villicus Management LLC is an SEC registered investment adviser located in Melville, New York. Villicus Management and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Villicus Management maintains clients. Villicus Management may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Villicus Capital’s site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Villicus Capital’s site on the Internet should not be construed by any consumer and/or prospective client as Villicus Management solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Villicus Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Villicus Management LLC, please contact the SEC or the state securities regulators for those states in which Villicus Management maintains a notice filing. A copy of Villicus Management’s current written disclosure statement discussing Villicus Management’s business operations, services, and fees is available from Villicus Management upon written request. Villicus Management LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Villicus Management’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Villicus Management LLC, )will be profitable or equal any historical performance level(s). Certain portions of Villicus Management’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Villicus Management’s (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Villicus Management, or from any other investment professional. Villicus Management is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice. Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Villicus Management is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Villicus Management by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Each client and prospective client agrees, as a condition precedent to his/her/its access to Villicus Capital’s web site, to release and hold harmless Villicus Capital, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Villicus Management.