A complete list of active advisors currently associated with Versatile Capital Management L.L.C.
Warmer can help you find a great advisor at Versatile Capital Management L.L.C. or one who fits your needs even better.
Versatile Capital Management provides fee‑only, discretionary portfolio management and occasional financial planning to individuals, high‑net‑worth clients, family offices, trusts, foundations, endowments and small institutions. The firm manages assets through two advisors for roughly 40 client relationships and reported $127.6 million in discretionary assets (plus $2.45 million non‑discretionary), with a stated account minimum of $500,000. The firm offers two distinct investment products: a Systematic Global Alpha strategy — a tactical, dynamic asset‑allocation model that allocates among liquid global ETFs using proprietary quantitative indicators such as risk‑adjusted price momentum — and a Strategic Core Global Asset Allocation product that emphasizes long‑term, diversified portfolios with factor tilts and periodic rebalancing. Versatile documents the use of quantitative analysis and model‑based decisions, notes model and alternative investment risks, and discloses that the Systematic strategy is not managed for tax efficiency and is available on a discretionary basis only. Compared with many peers, Versatile combines a small advisor team with a relatively large discretionary asset base and a founding research role held by a Ph.D. who develops proprietary models but is not involved in day‑to‑day client advisory. The firm also discloses certain operational distinctions — for example, it does not participate in wrap fee programs, uses established custodians for fee billing, maintains a formal Code of Ethics and personal‑trading policies, and does not vote client proxies.
To learn more about the advisors currently working at Versatile Capital Management L.L.C., 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 |
|---|---|---|
Chicago, IL
| 6
| |
Chicago, IL
| 18
|
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