Institutional Investors

Overview

As a privately-owned registered investment advisor, Vestor Capital provides separate account management to a variety of institutions, including pension plans, Taft-Hartley plans, foundations and endowments. We evaluate companies, rather than stocks – an approach that will lead to better and more methodical long-term decision making. At Vestor Capital, we believe that building portfolios that maximize the impact of superior stock selection provides the greatest potential for long-term out-performance.

Appraising companies as a potential owner-operator, we focus on firms with understandable and consistent business models, proven past performance, future business growth potential and whose stocks are inexpensively priced relative to their history and interest rates not just the market.

Client Segments

Vestor Capital Corporation provides separate account management for the following institutional client segments:

  • Taft Hartley Plans
  • Corporate Retirement Plans
  • Foundations & Endowments
  • Religious Organizations

Taft-Hartley

Vestor Capital Corporation believes that unions play a vital role in the fabric of American society. We sponsor a variety of union conferences including the: IBEW Construction Conference, IFEBP Annual Conference, IEBF Benefits Conference, IBEW Illinois State Conference, Wisconsin State Conference and other organizing conferences.

Securities Transactions/Brokerage

Vestor Capital has the capability to work with any brokerage firms identified by our clients.

We utilize electronic trade execution and affirmation technology to enable efficient transaction and execution processing. We also provide electronic transaction reporting for our clients/custodians for brokerage confirmation purposes.

We have existing relationships with clearing firms that allow us to offer very favorable commission rates.

Proxy Voting

In certain circumstances (when a fiduciary obligation has been incurred by contract), Vestor Capital will take action with respect to the voting of proxies solicited by or with respect to the issuers of securities in which the assets of the Client's account may be invested, using Broadridge Financial Solutions, Inc's ProxyEdge® as its proxy-voting agent.