A complete list of active advisors currently associated with Vertice Capital Partners, LLC

Warmer can help you find a great advisor at Vertice Capital Partners, LLC or one who fits your needs even better.

Vertice Capital Partners serves individuals, high‑net‑worth individuals, pension and profit‑sharing plans, and separately managed proprietary accounts with ongoing portfolio management and advisory services, typically billed as a percentage of assets under management. The firm prepares an Investment Policy Statement for each client and provides discretionary portfolio management across mutual funds, ETFs, fixed income, equities and options. The firm’s investment approach combines quantitative, fundamental, technical and cyclical analysis and employs long‑term, short‑term and options strategies, including covered calls, protective collars, and roll‑yield capture using broad‑based and volatility‑focused ETFs. Accounts are generally managed on a discretionary basis with documented risk tolerances and regular monitoring to align allocations with client objectives. Distinctive features include acting as investment manager and sponsor of a private pooled vehicle that pursues a mean‑reverting volatility trading strategy and now may allocate to physical metals and direct real estate investments. The firm has also formed a 40% joint venture to develop approximately 70 single‑family townhomes in an opportunity zone (with the firm’s principal investing personal capital and no client funds used), and it may offer side‑letter co‑investment arrangements for clients who elect to participate alongside the principal.

To learn more about the advisors currently working at Vertice Capital Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.