A complete list of active advisors currently associated with Vintage Asset Management, LLC

Warmer can help you find a great advisor at Vintage Asset Management, LLC or one who fits your needs even better.

Vintage Asset Management provides discretionary portfolio management to individuals, high‑net‑worth clients, trusts and foundations, managing about $33.7 million across roughly 36 client accounts. The firm prepares a personalized Investment Policy Statement for each client and accepts discretionary authority to select securities and execute transactions on their behalf. Investment decisions are primarily driven by fundamental analysis and focus on equities, money‑market funds, and, when appropriate, ETFs and closed‑end funds, with a stated goal of pursuing short‑ and long‑term opportunities for after‑tax total return. Client accounts are reviewed at least quarterly by the firm’s chief investment officer and portfolios are tailored to clients’ risk tolerances and IPS, with clients able to impose investment restrictions. Notable distinctions include that the firm both sponsors and acts as portfolio manager for a wrap‑fee program, receiving a single comprehensive asset‑based fee as sponsor/manager — a structure that is uncommon among similarly sized independent advisers. The brochure also highlights the firm’s work with trust and foundation clients (institutional‑type relationships) and discloses prior customer arbitration claims and settlements involving the firm’s principal, which prospective clients may consider in their due diligence.

To learn more about the advisors currently working at Vintage Asset Management, 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.