Our Firm

Vestcap was founded to provide a personal portfolio service to individuals, families and foundations.

Independent - The firm is free from any conflicts of interest that beset many portfolio managers. Our interests and goals are aligned with those of our clients.

Service Focused - Our clients are high-net-worth individuals who expect a high level of personal service which we consistently provide. Personal portfolio reviews with a Senior Portfolio Manager are the norm.

Flexible - Vestcap Senior Portfolio Managers partner with clients to tailor investment portfolios to meet their specific needs. Each portfolio is overseen by two Senior Portfolio Managers and is reviewed with our clients on a regular schedule or more often if desired.