A complete list of active advisors currently associated with VectorWealth

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

VectorWealth (VectorShares LLC) provides discretionary portfolio management to individual and high-net-worth clients through a wrap fee program, managing accounts that include ETFs, mutual funds, stocks, bonds, options and private investment vehicles. The firm creates an individualized financial profile for each client and reports managing assets of approximately $77.8 million with a small advisory team and no stated account minimum. The firm’s investment approach blends quantitative analysis with a mix of passive buy-and-hold strategies and options trading (including covered, uncovered, and spread strategies), and it requests discretionary authority to implement and monitor portfolios with at least monthly reviews. VectorWealth also handles proxy voting for clients and tailors implementation to each client’s income, tax situation and risk tolerance while offering the same core suite of services to all clients. What distinguishes VectorWealth from many peers is that it sponsors and acts as the sole portfolio manager for its wrap fee program rather than selecting third‑party managers, and a related person serves as sponsor/general partner of private funds the firm may recommend. The firm’s wrap structure means it absorbs transaction costs (which the brochure notes can create an incentive to limit trading), and it discloses potential conflicts when recommending affiliated private funds.

To learn more about the advisors currently working at VectorWealth, 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.