Overview
Successfully creating and preserving wealth over the long-term doesn’t happen automatically. At Vestor Capital, we best serve the needs of our clients through a deliberate, comprehensive discussion with our clients about their investment goals.
We begin with a clear statement of long-term investment objectives that are both realistic and measurable, created within the framework of a comprehensive understanding of the client’s entire financial picture. After all, one’s liquidity needs, risk tolerance, tax position and estate planning should be considered before making investment choices.
We implement these objectives through a proven equity, fixed income or balanced investment strategy that is consistently applied in all markets. At every step of our process, we emphasize clear, meaningful communication and regular reviews to help ensure that our clients’ investments continue to best serve their long-term needs. Every client receives quarterly statements with investment holdings, current market value, and performance reporting information.
Our Five-Step Wealth Management Process
Vestor Capital believes in the value of working as partners with our clients to achieve their investment goals. Through our five-step strategic process, we help clients:
- Understand their current financial situation
We work with our clients to develop a deep understanding of their financial situation, ensuring their knowledgeable participation in establishing investment goals and objectives. - Develop goals and objectives
Armed with a better understanding of the factors that can impact investment decisions, we jointly develop realistic investment goals and objectives. - Determine an appropriate asset allocation strategy
Within the context of the goals and objectives, we ascertain risk tolerances and use wealth modeling to pinpoint the most appropriate asset allocation strategy. - Implement investment strategy
Once the asset allocation strategy has been agreed upon, we use it to implement our proprietary value equity and/or balanced investment approach. - Monitor progress and adjust to changing circumstances
We continually monitor and report progress against our clients’ stated investment goals and objectives. As personal circumstances change, we reassess the investment strategy with our clients and make any necessary adjustments.
Special Needs
Over a decade of working with families that have children with special needs through our relationship with Protected Tomorrows.
Working Together to Reach Client Goals
Successful investment management requires the full-time attention of a dedicated management team. Our investment professionals bring over 100 years of combined experience to the task.
Additionally, we work with clients’ attorneys, accountants and other advisors to design a truly integrated investment plan. Over the years, we have successfully referred our clients to legal, accounting and insurance professionals who meet our exacting standards for integrity and knowledge in estate planning, wealth preservation and risk management.
To discuss how clearly stated investment objectives, coupled with our investment strategy can help you attain your long term investment goals, contact Martin Buehler, Executive Vice President, or T. Lawrence Doyle, Executive Vice President, .
To initiate the process, clients complete our Confidential Client Questionnaire.
