Value Investing
Our asset management and investment advisory services can help individual and institutional investors capitalize on identified investment opportunities in the securities, exchange traded commodity futures, over-the-counter foreign exchange arena via managed account programs and hedge funds. By utilizing these services, investors can gain access to investments vehicles and asset classes that previously were only available to institutional and high net-worth clients.
Our Registered Investment Advisers (RIAs) and Commodity Trading Advisors (CTAs) will introduce investors to vCap Funds or Managed Account Programs that are managed by third parties that are not affiliated with vCap Investments such as outside institutions, hedge funds, fund of funds, CTAs, CPOs or portfolio managers which vCap Investment has carefully selected to match your investment criteria. In either case, our RIAs and CTAs will provide you with the flexibility and expertise that is instrumental in tailoring your sophisticated investment objectives.
Our business model reflects its commitment towards building a well-diversified portfolio of domestic and international fund managers and asset classes that have the potential to provide superior financial returns combined with well balanced risk. We have embraced an investment strategy that allocates capital, talent and resouces wherever investment opportunities are most compelling.
We want you to understand how we work with you, how we are paid by you, and what it takes for us to build a successful working relationship together. Please contact us to learn more about our asset management services.
Our Client Base
Our target investors range from accredited individuals, qualified purchasers, family offices, institutions, funds of funds, hedge funds, angel investors, foundations, endowments and pension funds. We strive to understand the goals and objectives of each investor we contact. By understanding what our investors are looking for, we are able to narrow the scope of funds and managers an investor must wade through in order to find the type of investment they are seeking. Our investment advisory team works hard to assure that the manager-investor match is a good one as we seek to build long-term relationships with our investors. It is our core belief that investors who have invested in vCap-represented managers are likely to consider investing in other managers represented by our firm.
Understanding your Investment Needs
Our partners have over 40 years of combined experience in the asset management business and we are familiar with a variety of investment strategies. We will work with fund managers to fully understand the investment strategy employed by each managers to understand the nuances within their strategy. It is this understanding that allows us to bridge an information gap between investors and managers so we can further educate our investors. Our experience and broad set of industry contacts allows us to present our investors a multitude of investment opportunities in multiple asset classes.
We want you to understand how we work with you, how we are paid by you, and what it takes for us to build a successful working relationship together. Please contact us to learn more about our asset management services.
Disclosure Document
All accounts managed or introduced by vCap Investments must received our Disclosure Document at or prior to the time account is opened. Please email us at compliance@vcap.com to receive a copy of our Disclosure Document.
Private Asset Management
Our Private Client Group provides highly customized investment products and services utilizing securities, over-the-counter foreign currencies, exchange traded commodities and other derivatives to individuals, families and foundations with $10 million or more in investable assets.
We take great care in selecting our business partners and investments. We constantly search the marketplace for global money managers with strong growth potential and a demonstrated commitment to “building their business”. Utilizing our collective experience in the investment management industry, vCap Investments uses a definitive and rigorous evaluation criteria. This evaluation process is critical in building the foundation and achieving a successful increase in asset performance.
Approach
As our premier service for individuals and families with significant means, our Registered Investment Advisors (RIAs) specialize in providing our clients with custom-tailored financial solutions and a level of sophistication and access to expertise and investments typically reserved for large corporations, financial institutions and governments. Our RIAs will help you achieve your investment goals by allocating your capital to outside institutions, hedge funds, fund of funds or money managers which vCap Investments has carefully selected to match your investment criteria.
Your relationship with us is about more than investing money. It’s about investing your trust in us and building a relationship with your Advisor. Since our inception in 1999, we have been dedicated to serving our clients through a relationship based on respect, mutual trust and integrity. Our business is predicated on helping clients achieve their goals and investment objectives.
Process
Our relationship with prospective clients begins with an extensive pre-discovery and due diligence process, an in-depth dialogue to identify all the factors surrounding and defining the client’s financial wealth. This includes the client’s short and long-term goals and concerns, the structure of their current holdings, and the client’s exposure to and tolerance for risk. We function as the client’s dedicated asset management specialists and work with the client to construct, implement and monitor an asset allocation strategy that will help the client achieve their investment objectives.
We want you to understand how we work with you, how we are paid by you, and what it takes for us to build a successful working relationship together. Please contact us to learn more about our Private Client Group.
