We believe investment goals must be clear and anchored in each family’s unique behaviours, needs, wants and desires. Our clients’ longer than average investment horizons are considered when establishing investment goals.
We believe that portfolios must adapt to future market conditions and “regime shifts” by applying strategic tilts and dynamic allocations within a diverse set of investment opportunities.
We seek to be rewarded for the risks that we take. There are unrewarded risks in many asset classes that we purposefully identify and weigh when constructing portfolios.
Max leads our family office services; he is our sole Director as well as an analyst. Max has been in various roles in the family office industry for 10 years. Max graduated from Eastern New Mexico University with a B.BA, attending university on a Bull-riding Scholarship (since retired!) Max has completed Level 1 of his CFA designation and is fluent in German.
Jared is our Portfolio Manager. He has over 17 years of industry experience including 8 years with a boutique national firm and 3 years in the risk analytics division of Markit Ltd. Jared holds a BA from the University of Calgary, an MSc. in Finance from Simon Fraser University and is a CAIA and CFA charterholder.
Vesta Wealth Partners Ltd. is a family office offering a unique array of active, passive, factor-based and alternatives solutions. Working closely with clients to construct optimal portfolios, we function as an Outsourced Chief Investment Officer ranging from partial to full-discretion mandates.
Vesta Wealth Partners Ltd. is an IFM, PM, EMD regulated by the Alberta Securities Commission and the other relevant provincial securities regulators where we are registered.
