A complete list of active advisors currently associated with Vassos Investments, LLC

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

Vassos Investments, LLC provides discretionary portfolio management primarily to individual and high‑net‑worth clients, managing roughly $23.1 million across about 21 accounts. The firm prepares an individualized investment policy statement for each client and offers ongoing asset allocation, security selection, and regular portfolio monitoring. The firm’s investment process is grounded in fundamental analysis and combines long‑term and short‑term trading with options strategies (including covered, uncovered and spread positions) to implement client objectives. Investment decisions are made under discretionary authority, with monthly reviews and custodian‑provided reports used to monitor accounts. Distinctive operational features include a requirement that clients custody assets at Schwab Institutional and the firm’s acceptance of research and other services from that custodian, which may give rise to soft‑dollar considerations. Vassos Investments also does not aggregate trades across client accounts and operates with a very small advisory team, producing concentrated advisor‑client relationships that differ from peers who block trades or outsource management.

To learn more about the advisors currently working at Vassos Investments, 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
John Vassos	Mount Laurel, NJ	7
Richard Vassos	Mount Laurel, NJ	8

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