A complete list of active advisors currently associated with Versalife Advisors

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

VersaLife Advisors provides discretionary investment management to individuals and families through separately managed accounts, primarily using publicly traded equities and listed options. The firm serves retail clients and also accepts qualified clients under accounts that may be subject to different contractual arrangements. The firm follows a bottom-up, research-driven process with an emphasis on biotechnology issuer fundamentals, clinical data review, and catalyst analysis, combined with technical/momentum tools; typical holding periods range from overnight to about six months and most trades are closed within a few business days. Strategies regularly incorporate options, short sales, and the use of margin or other leverage for hedging and directional exposure, and accounts are reviewed daily as part of active management. Noteworthy features for a small independent adviser include the provision of periodic performance snapshots to clients and active marketing via the firm’s website and investor conferences, plus the availability of performance-based fee arrangements for qualified clients — all of which are relatively uncommon among peers. The firm also authorizes borrowing and short-selling within client SMAs and consolidates principal, portfolio management, compliance, and research responsibilities under its principal, which stands out given its modest assets under management and concentrated biotech focus.

To learn more about the advisors currently working at Versalife Advisors, 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.