A Disciplined Approach,
Refined by Generations
Institutional investment strategies to meet your wealth objectives with confidence.
At Vesta, our aim is to provide broader access to elite institutional asset managers, while maintaining systematic downside protection and enhanced public market participation, to optimize financial outcomes and elevate the client experience.
Institutional investment strategies to meet your wealth objectives with confidence.
1.
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.
2.
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.
3.
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.
Designed for enhanced outcomes with systematic downside protection.
A path generations have followed to grow, preserve and transition wealth.
Opportunities for Private Clients
Vesta provides a pathway to world class institutional investment strategies to meet your personal objectives with confidence.
Opportunities for Institutions
Vesta Model Portfolios, separately managed accounts (SMAs), and concentrated strategy funds provide sophisticated risk mitigation through strategies that are designed to reduce correlation, complementing and enhancing investment outcomes for family offices, corporations, pension funds, registered charities, foundations, and endowments.
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. Independent financial planners and members of our referral network utilize Vesta Model Portfolios to optimize financial outcomes and elevate the client experience.
The Vesta Wealth Team
Leverage our dedicated family office to elevate the investment experience.
Contact us to grow your wealth with confidence.
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