Steadfast loyalty to our clients.
We do not cut corners. We pursue excellence in every detail. We hold transparency as a core value. We listen to our clients and never lose sight of the ultimate standard for our success: your success.
We do not cut corners. We pursue excellence in every detail. We hold transparency as a core value. We listen to our clients and never lose sight of the ultimate standard for our success: your success.
Flexibility
Rigidities in investment options, strategies, and technology can cause premature obsolescence. Flexibility can be the most important determinant of a resilient wealth management approach.
- Value Through Scale
A simple proposition: better quality at a lower cost. By leveraging the economies of flexible on-demand deployment within a deep network of resources and a disciplined focus on the client, we can offer a superior suite of services at a lower TCO relative to do-it-yourself or restrictive narrow-scope product. As a result, we deliver an ideal synthesis model: advanced wealth optimization at a lower cost.
- Strategy
Our model allows you to leverage the benefits of an exceptional strategy by utilizing an open architecture of carefully selected industry leading products applied through consultation and tailored to your specific needs.
- Products
Our agglomeration of financial instruments and designs are sourced from vetted providers across an array of financial categories and niches.
- Expertise
Our extensive network becomes your resource. Benefit from our meticulously vetted family offices, estate attorneys, tax advisors, CPAs, and premier investment management platforms.
Use your resources, our resources, or third party resources – the choice is yours.
- Service
Vector invests in training and encourages exceptional performance among industry-leading teams while also delivering significant cost efficiencies to amplify your financial results.
- Operations
Distraction breeds mediocrity. Our 24×7 teams serve one simple purpose: to keep you on target. They have no competing demands on time as is often the case with in-house environments.
Clients benefit from direct access to their team of professionals, so no waiting on hold or call centers, just quick responses.
