A complete list of active advisors currently associated with Vestech Asset Management Inc.
Warmer can help you find a great advisor at Vestech Asset Management Inc. or one who fits your needs even better.
Vestech Asset Management provides investment advisory and financial planning services to individuals, high‑net‑worth individuals, trusts, estates, and corporations. The firm offers discretionary portfolio management, written financial plans, referrals to third‑party money managers, and limited services to manage “held‑away” retirement and HSA accounts through a third‑party platform; it reports roughly $100 million in assets under management for several hundred client relationships. The firm uses a mix of fundamental, technical, and cyclical analysis and assigns clients to targeted asset‑allocation model portfolios that are monitored and rebalanced as needed; VAM typically acts with discretionary trading authority for managed accounts. Its investment implementation can include margin, short sales, option writing and other derivatives strategies, and it may engage third‑party sub‑managers and solicitor arrangements to execute specialized strategies. VAM’s business structure includes several uncommon affiliations for a firm this size: an affiliated broker‑dealer, representatives who operate insurance and CPA practices, legal services provided by a related law practice, and management of real‑estate related entities. The firm also operates from multiple offices and discloses that certain supervised persons have reportable regulatory or legal matters in their histories; its representatives may receive commissions or advisory‑related compensation through affiliated broker‑dealer and insurance activities, which can create potential conflicts of interest described in the brochure.
To learn more about the advisors currently working at Vestech Asset 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.
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