We give our clients the opportunity to have an understanding and confidence about their financial lives that most have said they have never experienced before.
We have a unique and collaborative approach in helping our clients determine their specific investment policy so that their assets will have a high probability of supporting their lifestyle in retirement. We use our proprietary software application, the PensionTrac™,in customizing our planning around the client’s individual circumstances.
Once an investment policy is established, our goal is to produce higher compounded rates of return with lower risk, less expense, and with better tax consquences. Our investment philosophy involves a disciplined investment process focused on returns that segregate the risk and volatility components. We are an institutional style manager focused on risk-appropriate returns over entire market cycles.
Client portfolios are broadly diversified using an institutional approach involving a multi-tiered combination of passive investment strategies, active investment strategies, and individual securities dependent on each client's unique retirement income goals and resources. We believe this hybrid approach will continue to allow for solid returns at a lower cost than typical retail strategies.
Our mission is to grow and protect your wealth
Our greatest success is when clients see that they'll have enough money to enjoy retirement. They move from a fear that their money owns them to a confidence that they own their money.
We work with a range of clients
Some are still working. Some are transitioning into retirement. Others are retired. They have assets of several hundred thousand dollars to several million dollars.
Our size allows for personal attention
We have 450 clients representing over $350 million in assets under management. At Vector Wealth Management, portfolios are constructed uniquely for each client, based on a thoughtful and sophisticated investment philosophy and a full understanding of their circumstances.
A unique and collaborative approach
We use a proprietary software application, PensionTrac™, developed by Vector. This helps us determine each client's specific investment policy so that their invested assets will have a high probability of delivering a pension-like stream of income to them.
You want a plan that considers everything: retirement planning, retirement income, estate and trust planning, tax planning, eldercare planning, and possibly philanthropy and charitable giving.
We help you consider legal and tax consequences, wealth transfer strategies, gifting, trusts, wills, long-term care and other issues. We have expertise in all of these disciplines: retirement distributions, sale of a business, inheritance, divorce, death of a spouse, sale of property, insurance proceeds, dissolving trusts and structured settlements. Our approach is to work collaboratively with your accountant and attorney or to coordinate those services if you need them.
A disciplined investment philosophy
Our goal is to produce higher compounded rates of return over a period of time with lower risk, less expense, and with better tax consequences. Vector Wealth Management's investment philosophy involves a disciplined investment process focused on returns that segregate the risk and volatility components. Vector is an institutional style manager focused on risk-appropriate returns over entire market cycles.
Client portfolios are broadly diversified using an institutional approach involving a multi-tiered combination of passive investment strategies, active investment strategies, and individual securities dependent on each client's unique retirement income goals and resources. Vector believes this hybrid approach will continue to allow for solid returns at a lower cost than typical retail strategies.
