A complete list of active advisors currently associated with Versant Capital Management, Inc.

Warmer can help you find a great advisor at Versant Capital Management, Inc. or one who fits your needs even better.

Versant Capital Management serves high‑net‑worth individuals, families, and related entities as well as institutional and charitable clients, offering discretionary and non‑discretionary portfolio management, comprehensive wealth management, financial planning, family office services, and related consulting. The firm manages portfolios in accordance with client‑specific investment policies developed through personal discussions and cash‑flow modeling. Versant builds diversified portfolios across equity, fixed income, mutual funds, ETFs and alternative vehicles, and may allocate to unaffiliated independent managers or private and interval funds when appropriate to a client’s objectives and liquidity profile. The brochure notes use of third‑party mutual fund providers (including DFA, Stone Ridge and Cliffwater), consolidated reporting via Plaid, and explicit disclosure around the firm’s approach to borrowing and margin in client accounts. Compared with many peer team firms, Versant discloses that it advertises third‑party ratings and explicitly addresses the use of borrowing in managed accounts, including the firm’s practice of treating margined assets as part of fee calculations and the attendant conflict of interest. The firm also highlights use of less liquid instruments—interval funds, private investment funds, and specialized cash programs—and outlines monitoring and due‑diligence procedures and proxy‑voting practices for those investments.

To learn more about the advisors currently working at Versant Capital Management, Inc., 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.