A complete list of active advisors currently associated with Vanquour LLC

Warmer can help you find a great advisor at Vanquour LLC or one who fits your needs even better.

Vanquour provides discretionary investment management, financial planning, and retirement plan advisory services to high net worth individuals, families, trusts, estates, businesses and retirement plans. The firm does not maintain relationships with non‑high‑net‑worth individual clients and serves a small number of accounts. Vanquour constructs customized, long‑term oriented portfolios using diversified mutual funds, ETFs, individual stocks and bonds, and may utilize covered options or allocate portions of assets to third‑party independent managers available through the custodian platform. Its research combines fundamental and technical analysis and portfolios are monitored and adjusted to align with each client’s goals, risk tolerance and tax or legacy considerations. Notable features include a concentrated client base relative to its assets under management and an owner‑operated structure founded in 2021, plus the addition of ERISA 3(21) retirement plan fiduciary services. The firm maintains an institutional relationship with its recommended custodian that provides upfront and asset‑linked support (a disclosed potential conflict), some advisory personnel are licensed insurance producers who may earn commissions, and one of the firm’s investment officers has public disciplinary disclosures on the adviser public disclosure system.

To learn more about the advisors currently working at Vanquour 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.