Overview
Vestor Capital partners with Financial Service Providers and helps their Correspondents and Representatives grow their assets and revenues through relationship-based investment management services. We provide successful, personal support in closing new business and ongoing communication and support to ensure high client retention. Vestor Capital has historically delivered above-average returns with below-market risk over a full market cycle. Our performance is AIMR Level II verified.
Working together with Financial Service Providers and their Correspondents, we offer an integrated package of services including:
- Independent investment advice unaffiliated with any investment product or service provider
- Protected client relationships
- Wealth accumulation and asset-allocation modeling
- Separate account management - Equity, Balanced, and Fixed Income portfolios
- Quarterly, year-to-date, and inception-to-date performance reporting
- Formal annual review meetings with you and your clients
- Automated fee payment from the client account
- Seminar participation to build your presence with spheres of influence
- Customized marketing kits and tailored communication to your Correspondents' and clients' needs
Programs
Our services are offered to Financial Intermediaries through the following programs:
- LaSalle Street Program (Directed Commission Based)
- Michigan Avenue Program (Referral Fee Based)
- Financial Network Investment Company
- M Holdings Securities
- Mesirow Financial
- Smith Barney
- Waterstone Financial Group
To discuss how we can help increase your new business and your profitability, contact Martin Buehler, Executive Vice President, mbuehler@vestorcapital.com or T. Lawrence Doyle, Executive Vice President, tldoyle@vestorcapital.com.
