Opportunities
for Premier Wealth Professionals
Investment advisors and portfolio managers access our concentrated strategy funds to complement public market allocations, mitigate market risk and enhance total portfolio return potential. While independent financial planners and members of our referral network utilize Vesta Model Portfolios to optimize financial outcomes and elevate the client experience.
Vesta can help you elevate your clients and grow your business.
01
A Proven History
With a multi-generational legacy and the strength of a founding family office, we’ve refined a repeatable investment process to grow and preserve wealth.
02
Institutional Access Through Global Partnerships
You and your clients gain access to international investment partners, opening the door to investment strategies traditionally reserved for family offices, corporations, pension funds, registered charities, foundations, and endowments.
03
Sophisticated Risk Management Built-In
Our portfolio construction process is facilitated in collaboration with global leaders in each asset class – blending both traditional and innovative assets with a proprietary diversifier that constrains market risk and enhances return potential.
04
A Win-Win Fee Structure
Independent financial planners and members of our referral network earn relationship management fees while Vesta handles compliance, onboarding, and reporting. You gain a scalable revenue stream with minimal operational burden.
A family office investment solution to elevate your practice.
Refined portfolio management strategies and service solutions to elevate the client experience, improve financial outcomes, and scale your practice.
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