Vested Partners: A Multi-Family Office

Vested Partners: A Multi‑Family Office provides investment management and financial planning to individuals, high‑net‑worth clients and small businesses, offering comprehensive financial plans, Investment Policy Statements, ongoing portfolio management, ERISA plan services, and qualified‑plan consulting. The firm manages roughly $78.7 million for about 90 clients and delivers both discretionary and non‑discretionary portfolio management as well as foundational and assets‑held‑away support.

The firm develops client‑specific Investment Policy Statements and combines tactical asset‑class allocations with a momentum‑based technical analysis process (including relative‑strength and point‑and‑figure charting) to inform portfolio decisions. Clients receive aggregated online reporting and access to planning and legacy portals, periodic account reviews, and periodic educational seminars and workshops on economic, tax, and investment topics.

Noteworthy disclosures in the brochure include an affiliation between the firm’s managing member and an insurance agency; the firm states insurance recommendations are optional and discloses the potential conflict of interest. The firm also uses third‑party platforms (including Betterment) for held‑away account management and may refer clients to other advisers, arrangements the brochure says are managed through disclosure, verification of third‑party credentials, and the firm’s fiduciary processes.