Vectors Asset Management logo

Vectors Asset Management

Updated today

Client assets under management

$486,606,610

Clients

823

20% high-net worth

Advisors

2

of 4 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

412

Very High

Average account size

$591,260

About

Vectors Asset Management advises both institutional and high‑net‑worth clients, and also works with banks, insurance companies, and state and municipal government accounts. The firm provides discretionary and non‑discretionary equity and fixed‑income portfolio management, separate account and sub‑advisory services, as well as valuation consulting and risk‑management and hedging advice tailored to mortgage‑backed and other structured credit exposures.

The firm’s investment process combines top‑down macro allocation with bottom‑up quantitative analysis, using proprietary models for prepayment, option‑adjusted spread and credit assessment alongside market data and third‑party research. Strategies include core and opportunistic approaches across MBS/ABS and multi‑sector fixed income, targeted hedging and occasional leverage, with execution performed through negotiated broker relationships and client custodial platforms.

What is distinctive is the firm’s scale relative to its advisory staff: it manages roughly $1.009 billion across about 823 client accounts while operating with a compact investment team, resulting in an unusually high client and AUM load per advisor. It also maintains a close affiliation with an analytics firm and a proprietary analytics suite used for MBS/ABS valuation and reporting, and it provides specialized hedging and valuation services and sub‑advisory relationships that are less common among peers.

Client services

Financial planning Portfolio management Market timing
Generate portfolio analytics, analyze market dynamics and provide hedging strategy recommendtions.

Expertise

Private / alternative investments Tax-loss harvesting Active portfolio management

Occupation focus

Executive Founder/Business Owner

Fee options

Fixed

Fixed fees negotiated for asset valuation consulting services

Percentage

$0 - $10,000,000: 0.35% $10,000,001 - $20,000,000: 0.30% $20,000,001 - $30,000,000: 0.25% $30,000,001 - $50,000,000: 0.20% $50,000,001 - $70,000,000: 0.15% $70,000,001 - $100,000,000: 0.10% $100,000,001+: 0.08%

Project-based

Negotiated hourly rate for asset valuation consulting services

Other

Account minimum: $10,000,000 for institutions and $500,000 for individuals

Main office location

Vectors Asset Management

65 Bleecker Street, 5 Th Floor

New York NY 10012, United States

Number of offices

2

Most active in

Florida · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Neil P

CFA®

Glen Allen, VA

Vectors Asset Management

Neil Powers is a CFA® charterholder at Vectors Asset Management with over 20 years of experience, having worked at Vectors Research Management, LLC since 2004. He is based in Glen Allen, VA, and is part of a four-advisor team at the firm. Vectors Asset Management provides discretionary and non-discretionary portfolio management to individual and institutional clients, including high-net-worth individuals, endowments, foundations, and financial institutions. The firm combines top-down macro analysis with bottom-up security valuation, focusing on mortgage- and asset-backed securities and offering specialized hedging and valuation services.

Private / alternative investments Tax-loss harvesting Active portfolio management Executive Founder/Business Owner
user avatar

Joseph C

Series 65

Glen Allen, VA

Vectors Asset Management

Joseph Cheatham is an advisor at Vectors Asset Management with a Series 65 designation. He has been with the firm since 2018 and previously attended Virginia Commonwealth University and Virginia Tech. Vectors Asset Management provides discretionary and non-discretionary portfolio management to individual and institutional clients, including high-net-worth individuals, endowments, and financial institutions. The firm combines top-down macro analysis with bottom-up security valuation, focusing on mortgage- and asset-backed securities through proprietary quantitative models and hedging strategies.

Private / alternative investments Tax-loss harvesting Active portfolio management Executive Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")