Vestcap was founded to provide a personal portfolio service to individuals, families and foundations.
The firm is free from the distractions that plague investment banks. Our interests and goals are aligned with those of our clients.
Our clients are high-net-worth individuals who expect a high level of personal service which we consistently provide. Personal portfolio reviews with a Senior Portfolio Manager are the norm.
Vestcap Senior Portfolio Managers partner with clients to tailor investment portfolios to meet their specific needs. Each portfolio is overseen by two Senior Portfolio Managers and is reviewed with clients frequently.
THE VESTCAP DIFFERENCE
At Vestcap, we don’t cross-sell products, we construct individual, unbiased portfolios.
At Vestcap, our culture is one of investment counsel; portfolio management is but a part of a total client solution.
At Vestcap, our portfolio managers select each of the securities in your portfolio. As high conviction managers, our clients benefit from well-founded security selection.
At Vestcap we understand that clients have their own individual investment needs. Questions we get asked,
» How do I generate income in a low yield environment? » How can I preserve capital in a volatile market environment? » How do I not run out of money in retirement?
Let our team of experienced portfolio managers help you to manage and grow your portfolio.