Private Asset Management

Our Private Client Group provides highly customized financial advice, investment solutions and brokerage services utilizing equities, foreign exchange, commodities and derivatives to individuals, families and foundations with $1 million or more in investable assets.

We take great care in selecting our business partners and investments. We constantly search the marketplace for global money managers with strong growth potential and a demonstrated commitment to "building their business". Utilizing our collective experience in the investment management industry, vCap Investments uses a definitive and rigorous evaluation criteria. This evaluation process is critical in building the foundation and achieving a successful increase in asset performance.

Approach

As our premier service for individuals and families with significant means, our Registered Investment Advisors (RIAs) specialize in providing our clients with custom-tailored financial solutions and a level of sophistication and access to expertise and investments typically reserved for large corporations, financial institutions and governments. Our RIAs will help you achieve your investment goals by allocating your capital to outside institutions, hedge funds, fund of funds or money managers which vCap Investments has carefully selected to match your investment criteria.

Your relationship with us is about more than investing money. It's about investing your trust in us and building a relationship with your Advisor. Since our inception in 1999, we have been dedicated to serving our clients through a relationship based on respect, mutual trust and integrity. Our business is predicated on helping clients achieve their goals and investment objectives.

Process

Our relationship with prospective clients begins with an extensive pre-discovery and due diligence process, an in-depth dialogue to identify all the factors surrounding and defining the client’s financial wealth. This includes the client’s short and long-term goals and concerns, the structure of their current holdings, and the client’s exposure to and tolerance for risk. We function as the client’s dedicated asset management specialists and work with the client to construct, implement and monitor an asset allocation strategy that will help the client achieve their investment objectives.

We want you to understand how we work with you, how we are paid by you, and what it takes for us to build a successful working relationship together. Please contact us to learn more about our Private Client Group.