Trusted

We have been independently owned and operated for over 30 years. We don’t sell products and we don’t make commissions. We are 100% aligned with our clients.

Client Focused

Every client is unique and deserves a portfolio that reflects their specific objectives and risk tolerance.

Disciplined

We are laser-focused on delivering the results that our clients hire us to provide, whether that’s growth, income, or capital preservation.

Vestcap Investment Management was founded in 1988 with the goal of providing clients with highly personalized investment management services. Today, we are proud to say that we help more than 150 families achieve their personalized investment objectives.

Why Choose Us

Vestcap’s thirty-year-plus track record of independence speaks for itself. Over the decades, we have developed extensive expertise regarding the drivers of market activity, volatility, and performance and how they each have evolved over time. This deep-seated historical context provides us with a competitive advantage as we are able to quickly adapt as the market landscape continues to evolve.

How We Are Different

Our experience and independence throughout multiple market and economic cycles is what truly sets us apart. Our experience informs us not to be biased towards how certain asset classes have behaved in the past nor be beholden to the trendy strategies that are popular today. Our independence allows us to look at markets through a first principles perspective and position client portfolios based on undeniable basic truths to help them achieve their objectives. Markets have certainly evolved throughout the years, but the core tenets of investing, demand & supply, never change.