Grow wealth.
Protect wealth.
Transition wealth.
Vesta Wealth Partners
A disciplined approach, refined by generations, to optimize financial outcomes.
A proven history of growing and preserving wealth
Our experience protecting and growing wealth goes back several generations. Vesta Wealth’s CEO, Max Fortmuller, is part of a family that started a European business dynasty in 1889, then successfully protected wealth through some of the greatest challenges the world has ever faced.
Access to exclusive institutional investment strategies
Vesta Wealth offers a bespoke array of alternative investment solutions usually only available to a select few. These include active, passive, factor-based and alternative investment solutions that deliver truly diversified portfolios.
Leverage our partnerships with investment titans
Through partnerships with international investment leaders, we can open the door to structured portfolios 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
Combining a Disciplined Approach with Institutional Assets
Our disciplined approach has been refined over the course of 5-generations, ensuring that our investors benefit from the accumulated knowledge, systems and processes leveraged by our founding family. Every aspect of 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 amplifies alpha potential.
Each Model Portfolio is tailored to specific risk parameters and investment objectives. They are then paired with a dynamic portfolio diversifier to offset market volatility.
Each Model Portfolio, spanning the full risk spectrum, incorporates institutional assets designed to reduce correlation. The innovative components of our strategy are facilitated in partnership with the largest and most reputable private equity firms 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 multi-billion-dollar institutions and Family Offices. Vesta Wealth Partners 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 sophisticated risk mitigation and alpha generation through strategies that reduce correlation, complementing and enhancing investment outcomes.
Vesta Wealth Partners portfolio management team
Your partners in wealth
