About the Firm

ABOUT THE FIRM

Versant is an independent, boutique investment firm headquartered in Phoenix, Arizona. We are a team of experienced wealth counselors and investment professionals that manage family resources around what’s important to our clients.

Versant’s principals were among the first nationally to have industry best practices — it’s in the firm’s DNA. As President and Chief Investment Officer Tom Connelly says, “Versant was country before country was cool.” Our goals as fiduciaries are to generate greater income, assets and growth for our clients, and make conscious choices that are always in their best interests. We spend significant time cultivating client relationships that result in exemplary services and retention.

Core Values

Core Values

We think, act, and communicate from the inside out.

Our core values are in the firm’s DNA. At Versant, they’re a fundamental belief – a philosophical tenet. It’s what the firm’s always believed in and what we’ve always done. We couldn’t do it differently if we tried. These five core values serve our employees, our clients and community, adhere to industry best practices and fulfill our fiduciary responsibility.

Citizenship

We believe in the power of positive action.

Versant’s commitment to community is clear and unmistakable. Whether we are investing time or money, our partnership for a better tomorrow covers many important sectors including women issues, underprivileged children, and arts and culture. Versant’s commitment to philanthropy is an investment in our community and a desire to make a meaningful impact on people’s lives.

versantcitizenship
Versant staff and friends volunteering at St. Mary’s Food Bank

tomandlizLiz Shabaker & Tom Connelly 

Versant and its employees contribute both professionally and personally to many organizations through board leadership, in-kind services, volunteerism, and sponsorships. We are proud to partner with:

21st Century Society at Phoenix Art Museum – Versant, sponsor; Liz Shabaker, Planned Giving Committee member

Arizona Community Foundation

Arizona State Retirement System Tom Connelly, Trustee and Investment Committee Chair

Arizona State University Student Investment Management Fund Tom Connelly, Board of Directors

ASU Women & Philanthropy Liz Shabaker, Member and Investor

Central Arizona Estate Planning Council Liz Shabaker, Board Member

Desert Botanical Garden

DUET Partners in Health & Aging Norm Miller, Board Member

Free Arts of Arizona for Abused Children Through Artistic Expression  Versant, sponsor; Liz Shabaker, President-Elect and Vice-President of Development, Virginia G. Piper ATLAS Leadership Team member; Ryan Krafczik, arts program mentor

Financial and Planning Association of Greater Phoenix Erin Itkoe, Board of Directors and Treasurer

Fresh Start Women’s Foundation Versant, sponsor; Erin Itkoe, Financial Planning Instructor

Global Leadership Council, Leadership Center for Investment Stewards Tom Connelly, Member

HRC Human Rights Campaign

Institute for Preparing Heirs Tom Connelly and Liz Shabaker, Adjunct Faculty

Jewish Community Foundation

Phoenix Art Museum

Phoenix Children’s Hospital  Brandon Yee, “Emerging Leaders” volunteer and Service Committee member

Phoenix RIA (Registered Investment Advisory)

National Kidney Foundation of Arizona

National Society of Compliance Professionals

St. Mary’s Food Bank Alliance Norm Miller, Planned Giving Advisory Council Member

Tax & Legal Seminar Versant, sponsor; Erin Itkoe, Planning Committee member

UMOM New Day Care Centers

Our Record

Check us out.

Versant is wholly committed to the highest standards of integrity and ethical business practices. Please review the resources below to know your trust in us is well-placed.

Visit FINRA’s BrokerCheck or the SEC’s Investment Adviser Disclosure Portal to verify Versant’s registration and our advisors, as well as to view the firm’s clean disciplinary record. You can view other firms here too.

Confirm Versant’s A+ business rating with the Better Business Bureau.

Verify Versant’s advisors have a clean disciplinary record and are properly registered with the Certified Financial Planner Board of Standards, Inc.

Ensure that Versant’s advisors who claim them accurately hold designations with the CFA Institute.

Visit the National Association of State Boards of Accountancy’s CPAVerify to confirm CPA designations used by Versant advisors.

Check on your insurance brokers by verifying their licensure at the Arizona Department of Insurance.

If you have any questions about Versant’s business record, please don’t hesitate to contact us.