A complete list of active advisors currently associated with VCP Financial LLC

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

VCP Financial LLC provides ongoing portfolio management, financial planning, pension consulting and other advisory services to individuals (including high‑net‑worth, accredited and qualified investors), pension and profit‑sharing plans, and business entities. The firm prepares an investment policy statement for each client and manages accounts on both discretionary and non‑discretionary bases. VCP’s investment process draws on fundamental, technical and charting analysis and employs a range of strategies including long‑ and short‑term trading, short sales, margin and options writing (including covered, uncovered and spread strategies). For accounts managed on a non‑discretionary basis, the firm seeks client approval before implementing recommendations and documents risk tolerance and objectives in the client’s investment policy statement. The firm is distinctive among peers for reporting a substantial portion of assets managed on a non‑discretionary basis and for its affiliation with other investment entities: principals co‑own Vessel Capital Management LLC, the manager of Vessel Capital Partners, a related private fund that VCP may recommend to accredited or qualified clients while disclosing the conflict and applying mitigation measures. VCP also discloses principals’ insurance‑related activities and explicitly uses derivatives and options strategies in separately managed accounts, features that are less common for team‑based advisory firms.

To learn more about the advisors currently working at VCP Financial 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.