A complete list of active advisors currently associated with Vertumnus Capital LLC

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

Vertumnus Capital LLC provides investment advisory services to individuals (including high‑net‑worth clients), trusts and estates, retirement plans, and small businesses. The Firm offers ongoing portfolio management on both a discretionary and non‑discretionary basis and provides financial planning services that address cash flow, retirement, tax and estate‑planning concepts. The Firm’s investment approach is tailored to each client and can include active management, tactical trading, rules‑based models, periodic rebalancing, and the use of options where appropriate. It also works with and may recommend third‑party sub‑advisers or model providers, assisting clients with evaluation and ongoing monitoring of those managers. Distinctive features in the brochure include the offering of financial planning as either a one‑time fixed‑fee engagement or an ongoing subscription and an explicit program for selecting and overseeing sub‑advisers — items that are less common among firms in this category. The Firm also discloses the use of performance‑based fee arrangements for eligible clients (with hurdle and high‑water‑mark provisions), a stated emphasis on option strategies, and that it does not act as a private fund adviser or provide proxy‑voting services.

To learn more about the advisors currently working at Vertumnus Capital 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.