Grow wealth.
Protect wealth.
Transition wealth.
Vesta Wealth Partners
A disciplined approach, refined by generations.
A proven history of growing and preserving wealth
Our experience fortifying wealth has traversed multiple generations, serving the Fortmuller family dynasty since 1889, successfully navigating some of the greatest challenges in world history.
Access to exclusive institutional investment strategies
Vesta offers sophisticated investment solutions traditionally reserved for global institutions – including active, passive, factor-based, and alternative strategies. These solutions are designed to deliver more consistent and predictable sources of income and growth.
Leverage our partnerships with investment titans
Through strategic partnerships with international investment leaders, we open the door to a vast network of institutional resources – to grow, preserve and transition wealth, with confidence.
Enhanced outcomes with systematic downside protection
A path generations have followed to grow, preserve and transition wealth.
Differentiated Strategy
We go beyond the normally indexed and correlated path to a Differentiated Strategy. We combine the strengths of private alternatives, with publicly listed securities for risk mitigation and growth.
A Proven History
The Vesta advantage resides in our family office heritage and a proven history of delivering results for discerning investors who seek superior returns while protecting assets with tangible risk mitigation strategies.
Our investment philosophy
Structured portfolios with systematic controls that limit market risk and enhance return potential.
A DISCIPLINED APPROACH DEVELOPED OVER MULTIPLE GENERATIONS
Our disciplined approach has been developed over generations, ensuring that our investors benefit fromthe accumulated knowledge, systems and processes leveraged by our family office.
SYSTEMATIC RISK MITIGATION AND MULTI-FACTOR ANALYTICS
Every aspect of our portfolio implementation 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. Our traditional public market participation is guided by a dynamic state-of-the-art multi-factor analytics tool. Each Model Portfolio is tailored to specific risk parameters and investment objectives.
ACCESS INSTITUTIONAL ASSETS THROUGH WORLD-CLASS PARTNERSHIPS
Every Model Portfolio across the risk spectrum is augmented with innovative institutional assets, in order to engineer more consistent and predictable income and growth characteristics. The innovative components of our strategy are facilitated in partnership with the largest and most reputable private asset managers in the world. This ensures the highest standards of diligence and investment quality are maintained at all times. Our strategic partnerships provide our investors with access to opportunities, systems and tools that are traditionally reserved for large institutions, pensions, endowments, and family offices. Vesta is committed to broadening the accessibility of these resources to improve financial outcomes for all investors.
What Vesta Wealth Partners means for Private Clients.
Vesta provides a pathway to world class institutional investment strategies to meet your personal objectives with confidence.
What Vesta Wealth means for investors - Protect your wealth while growing it.
Vesta provides a pathway to superior returns, reduced volatility, and access to unique, high-value assets. A wealthy life free from worry.
What Vesta Wealth Partners means for family offices, corporations, pension funds, registered charities, endowments and premier wealth professionals.
Vesta Model Portfolios, separately managed accounts (SMAs), and concentrated strategy funds provide systematic risk mitigation and enhanced return potential through strategies that reduce correlation, complementing and enhancing investment outcomes.
Vesta Wealth Partners portfolio management team
Your partners in wealth
