Vertice Capital Partners, Llc

The firm provides discretionary portfolio management and investment advice primarily to individual and high‑net‑worth clients as well as pension and profit‑sharing plans, constructing an Investment Policy Statement for each account and monitoring portfolios on a regular basis. In addition to individual advisory accounts, the firm serves pooled‑vehicle clients by acting as the investment manager to an affiliated alternative investment vehicle, the Vertice Velocity Fund, LP.

Its investment approach emphasizes ETFs, options strategies, and quantitative methods, including mean‑reverting volatility trading and roll‑yield capture, alongside more traditional fundamental and modern‑portfolio techniques; accounts are generally managed on a discretionary basis in line with documented client objectives and risk tolerances. The affiliated fund implements those strategies using liquid ETFs, equities and options and the firm has signaled an intent to expand the fund’s allocations into physical assets such as bullion and real‑estate holdings within the fund structure.

Notable for a firm of this size, it sponsors and advises a private pooled investment (acting as a private fund adviser and general partner) and manages pooled vehicle assets in addition to individual client portfolios, a combination that is uncommon among similarly sized advisers. The firm’s leadership maintains academic and educational roles that support client education and occasional seminars/workshops, and it has disclosed a 40% joint‑venture ownership in a development project to build approximately 70 single‑family townhomes in an opportunity zone, with client capital not used unless a client elects to participate via separate subscription.