Clemson, South Carolina
Ready to discuss your financial future?
600 College Avenue
Clemson, SC 29631
Toll Free: 855-653-7702
Victor W. Lunka, CFP®
Senior Vice President – Investments
Discretionary Portfolio Manager
At Benjamin F. Edwards & Co., the Lunka Investment Group concentrates on portfolio management and asset allocation, while also understanding the importance of liquidity, yield, tax planning, and wealth preservation.
Our team is comprised of four individuals who are dedicated to building long-term relationships by adhering to the “do unto others” tenet of the Golden Rule. With clients in 35 states, the Lunka Investment Group is committed to providing the service our clients need – when they need it – at a location that is convenient to them.
Areas of Concentration
- Asset allocation and diversification through discretionary portfolio management
- Advising on trusts, estates, and wealth transfer
- Retirement income and cash flow
- Separately managed accounts using world-class money managers
- Allocations to hedge funds, private equity and venture capital
- Planning for corporate executives, affluent families, and successful business owners with $100,000 or more of investable assets
We joined the Benjamin F. Edwards & Co Clemson, SC. office from another location in 2015 and share the firm’s commitment to putting our clients’ interests first and operating in an atmosphere of trust, integrity and mutual respect.