A complete list of active advisors currently associated with Vanik Capital LLC
Warmer can help you find a great advisor at Vanik Capital LLC or one who fits your needs even better.
Vanik Capital LLC provides investment management, financial planning, and retirement plan consulting to employer plan sponsors, charitable organizations, corporations, and individual clients. The firm offers ongoing portfolio supervision and plan-level services, as well as project-based financial planning engagements. The firm generally implements asset-allocation driven portfolios that combine passive and active strategies and uses fundamental, technical, and cyclical analysis in its research process. Like many investment managers it relies on asset-based compensation for discretionary management, but it also accepts limited-scope project work billed on an hourly basis and accommodates client-imposed investment restrictions and ESG preferences. Distinctive aspects include retirement plan consulting and the ability to act as an ERISA investment manager or fiduciary for employer plans, services that are less common among peers in this category. The firm is newly formed and currently reports no assets under management, and it uses third‑party digital platform and solicitor relationships to support custody, account administration, and client referrals.
To learn more about the advisors currently working at Vanik Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lagrangeville, NY
| 1
|
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