Independent Research & Investments
In addition to operating as an independent Wealth Management firm, Vestor Capital is also an independent Research organization with a notable Investment Management capability.
We believe that all sound investment decisions begin with a thorough and independent research effort grounded in the tenets of fundamental analysis.
We distinguish ourselves through the use of a proprietary Capital Market Assumption model and its use as a key component in our allocation process. Our asset return forecasting methodology and the assumptions we use come under review once each quarter for the purpose of delivering a proactive, rather than a reactive, management style.
We are also unique in that we have a notable skill in Asset Management and have been recognized by our peers as among the best in class in the LargeCap Core Domestic Equity space (pdf of press release). Our process for stock selection has produced a portfolio with a value bias that has served us well especially through the volatility of recent years.
Further, we aim to produce a tax-efficient result for our clients and we accomplish this objective through a careful fundamental examination, certainly, but also by implementing an owner/operator (M&A) attitude when considering companies for inclusion or exclusion in our portfolios.
We incorporate an asset allocation philosophy that employs both traditional and alternative asset classes for the benefit of our clients.