Verdmont Capital provides a discretionary investment management service to qualified individuals, trusts, foundations and institutional clients. Our team has extensive experience formulating investment policy and providing customized solutions that incorporate our client's unique investment goals and objectives. Managed accounts are typically diversified across a wide selection of asset classes and we rely heavily on the use of passive exchange traded funds (ETFs). Additionally, we employ a core/satellite approach to investment, enabling us to capitalize on attractive themes in the market.
Our managed account program has the
following distinguishing features:
- We focus on passive investment management within each asset class, delivering superior long-term performance and substantial cost reductions.
- The majority of client assets are held in ETFs as they have proven to offer superior performance, cost efficiency, liquidity and reduced risk of manager error.
- Verdmont Capital's program has a dynamic asset class mix between equities, fixed income, alternative investments and commodities, delivering an extremely high level of diversification.
- Core investment portfolios may be augmented by satellite positions in order to capitalize on attractive shorter-term investment opportunities.
- Our fee structure is extremely competitive and offers the utmost transparency.
We strongly believe that our unique
approach to wealth management is structured to deliver our clients
superior risk-adjusted returns over the long term.
