Entities

Steven Van Metre Financial

Steven Van Metre Financial

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Founding Date
2001

Steven Van Metre Financial is a financial firm that manages qualified plans using Portfolio Shield™ as an investment option. Portfolio Shield™ is a unique investment strategy designed to take risks when the equity markets are rising and reduce risk when the equity markets are falling. The firm also offers a wide range of life insurance policies including Term, Universal, and Whole Life.

THE THREE PILLARS OF THE FIRM'S INVESTMENT PHILOSOPHY


Active Management

Actively manage the portfolios through the economic cycles in order to provide the greatest opportunity for growth while minimizing risk.


Regular Communication

Through monthly video e-mails, quarterly newsletters, and in-person meetings.


Low Fees

Automate processes and procedures using the latest technology to keep fees low.