A Boutique Multi-Family Office and Wealth Management Firm
Versant Capital Management was founded in 2004 to help people and their families realize the potential of their wealth. With offices in Dallas, Texas, and Phoenix, Arizona, we provide comprehensive, personalized advice to clients across the country with the resources, experience, professional staff, and local partnerships to help you and your family plan for what’s next.
We are held to the fiduciary standard, which means we advise and recommend solutions based on what is in your best interest for your situation to help you make wiser decisions.
Multi-Generational Families
Helping you plan for your financial future isn’t just about investment portfolios.
When combining investments, tax planning, estate planning, strategic philanthropic planning, and family governance and education, families can leave enduring legacies for generations to come. We partner with you, your children, and your grandchildren to develop a governance framework that aligns with your values to prepare them to manage wealth responsibly. Providing in-depth financial education to your family’s succeeding generations can help ensure your family’s shared goals are carried on.
Entrepreneurs & Business Owners
Balancing wealth management alongside the demands of running your enterprise can be a significant challenge. We help business owners and entrepreneurs prepare for and transition through life-changing liquidity events with pre- and post-transaction planning. Whether you’re considering selling a business or exiting in ten, five, or even just a few years, our systematic approach, strategic planning, and network of specialists can help you craft and execute a quality exit strategy.
Executives
Whether you hold an executive position in a public or private company, our experience, processes, and expertise can help optimize your executive compensation, stock options, retirement plans, incentives, and deferred compensation. We address the nuances of maximizing your compensation benefits and assist you in structuring your long-term wealth management as these benefits convert into cash over time.
Women Experiencing Life Transitions
Life transitions come in various forms, from career advancement to the loss of a spouse or parent, marriage and divorce, planning for your children’s education, and more. In these moments, there are financial ramifications that often need attention. Our role is to support you in finding clarity, direction, confidence, and the assistance you need. We’ve been there for many in similar circumstances and are here to provide trusted fiduciary advice when you need it most.
Hello.
We’re glad you’re here.
Empowering a life well-lived is about having a customized strategy designed to reflect your goals beyond just your finances. Selecting the right firm is not a decision to be taken lightly. Wealth is complex and all-encompassing and touches all facets of life, from family to career, hopes to fears, and goals to needs. This complexity requires careful treatment.
Versant Capital Management was founded in 2004 to help people and their families realize the potential of their wealth. We are held to the fiduciary standard, which means we advise and recommend solutions based on what is in your best interest for your situation to help you make wiser decisions.
Thomas Connelly launched Versant in 2004 because as he explored options for managing family wealth, he was struck by the limitations of existing family office approaches, including sophisticated investment advice and access to comprehensive wealth management services.
In 2010, Elizabeth Shabaker joined the firm after mutual clients brought Tom and her together. Under Liz’s supervision, the firm expanded to offer a more holistic service platform to meet client needs. In 2023, Royce Ramey joined Liz in acquiring Versant and became the firm’s co-CEO, while Tom remains the Chief Investment Officer.
Over the last two decades, we’ve steadily helped build our clients’ legacies while our principles remain deeply rooted in serving families, a disciplined investment approach, an entrepreneurial spirit, the freedom to excel, joy in work well done, and giving back to our community.
We look forward to speaking with you about your specific goals.
Purpose & Values
A foundation built on integrity and trust.
These core values serve our employees, clients, and community, adhere to industry best practices, and fulfill our fiduciary responsibility.
Ethics
Upholding unwavering ethical standards is not just a commitment; it’s the cornerstone upon which Versant Capital Management was founded in 2004..
Strong Client Partnerships
Our goal is to empower individuals and to achieve financial success and establish lasting generational legacies. We do this by collaborating with you and providing objective, conflict-free advice.
Critical Thinking
We measure the success of our innovations by the success of our clients. Adapting our strategies to address our client’s challenges is how we create value. We harness our wealth planning expertise, collaborate with industry partners, leverage technology, and tap into market intelligence to help meet our client’s current and future needs.
Performance & Perseverance
We commit to results-driven actions that create value. We view knowledge as a tool to be applied, not just possessed. Our team collaborates to deliver outcomes that benefit our clients.
Positive Firm Culture
We recognize that the employee experience is a key to success. We aim to cultivate an environment that provides professional and intellectual challenges, fosters diverse ideas, innovation, and creativity, and acknowledges success and teamwork. Our professional staff is characterized by their integrity, competence, and pursuit of excellence.
Versant Capital Management exists to help people flourish. We carefully pinpoint effective investments, wealth planning strategies, business systems, planning tools, and technologies we can identify. These resources are streamlined into an ecosystem that offers our clients ease and enjoyment of use.
Each of our clients represents a unique set of circumstances and aspirations, and we approach every relationship accordingly. Every member of our firm is dedicated to and defined by our client’s trust and the achievement of their goals.
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Citizenship & Community Service
Whether contributing time, money, or resources, our community commitment is focused on:
- Women’s issues
- Children in need
- STEM Education
- Financial education
Our employee Matching Gifts and Dollars for Doers programs are designed to help Versant become better corporate citizens, advance the firm’s mission, and engage and connect our full-time employees with that mission. With matching monetary gifts, Versant doubles the impact of our employees’ charitable donations and volunteer time to eligible nonprofits per employee per calendar year.
Recent Awards & Accolades
Top 50 Fastest Growing RIAs / America’s Top RIAs — 2025
Versant Capital Management
Financial Advisor Magazine
The Financial Advisor Magazine RIA survey is a ranking based on assets under management (AUM) at year-end of independent RIA firms that file their own ADV with the SEC. FA’s RIA ranking orders firms from largest to smallest, based on AUM reported by firms that voluntarily complete and submit the survey. To be eligible, firms must be independent registered investment advisers, file their own ADV with the SEC, and provide financial planning and related services to individual clients. Registration of an investment adviser with the SEC does not imply any level of skill or training. AUM data used was from 1/1/2024 to 12/31/2024 (unless otherwise noted on the survey). Submission deadline: March 2025. Results were published on July 11, 2025. Versant Capital Management rankings: Top RIA #226 and Fastest-Growing Firm #39 (2025). Versant Capital Management did not pay a fee to be included in the Financial Advisor Magazine 2025 RIAs Survey & Ranking list. This ranking is not a recommendation of Versant Capital Management, a reflection of performance, or a testimonial based on any of Versant Capital Management’s clients’ experiences. Investors should conduct independent research on an adviser, including reviewing Form ADV Part 1, Part 2A, and Form CRS (“Disclosure Brochures”) for information on fees, conflicts of interest, and services offered.
#1 Best Place to Work in AZ Financial Services — 2025
Versant Capital Management
Az Business Magazine (Az Big Media)
Ranking was conducted by public online votes on the Az Business Magazine website (azbigmedia.com). Voting was open to the public from September to November 2024. Az Business Magazine is a monthly print and online publication that profiles Arizona businesspeople whom the publication determined are qualified for inclusion based on its evaluation of industries such as healthcare, real estate, construction, education, banking, financial services, manufacturing, technology, and law. List published in the Jan/Feb 2025 issue of Az Business Magazine. Versant Capital Management did not pay a fee to Az Business Magazine or Az Big Media for inclusion in this ranking. This ranking is not a recommendation of Versant Capital Management, a reflection of performance, or a testimonial based on any of Versant Capital Management’s clients’ experiences.
Innovation in Banking & Finance — Award Winner 2025
Versant Capital Management, led by Royce Ramey, CFA
D CEO Magazine
To qualify, executives and other influential leaders must be based in the DFW region, submit an application, and respond to a questionnaire provided by D CEO. The Innovation Awards are not a vote-based list. All decisions are made by the editors, and the number of recommendations an individual receives is not a consideration factor. Nominations closed: September 2024. Winners announced: October 25, 2024. Versant Capital Management did not pay to participate in this program; no fee was paid to D CEO for inclusion in the Innovation Awards program. This award is not a recommendation of Versant Capital Management, a reflection of performance, or a testimonial based on any of Versant Capital Management clients’ experiences.
Dallas 500 — 2025
Royce Ramey, CFA
D CEO Magazine
Dallas 500 is an annual publication produced by the editors of D CEO and features the region’s influential leaders across industry categories. Editors leverage extensive contacts in local business circles, conduct hundreds of interviews, and perform months of research to compile the list. To qualify, executives and other leaders must be based in the DFW region, submit an application, and respond to a questionnaire provided by D CEO. Dallas 500 is not an awards program or a vote-based list. Selections were made solely by the editors following extensive research and interviews. The nomination period ended June 14, 2024. Publication released: November 2024. Versant Capital Management did not pay to participate in this program. This recognition is not a recommendation of Versant Capital Management, a reflection of performance, or a testimonial based on any of Versant Capital Management’s clients’ experiences.
Forbes Finance Council — Membership 2024–2025
Royce Ramey, CFA > Forbes Profile
Forbes Finance Council is an invitation-only, fee-based organization for senior-level finance executives. Royce Ramey was invited by the Forbes Finance Council via email for membership review on July 12, 2024, and selected by a review committee on August 5, 2025, based on the depth and diversity of his experience. Criteria for acceptance include a track record of successfully impacting business growth metrics, as well as personal and professional achievements and honors. Each paid membership term lasts one year. As a member, Mr. Ramey contributes bylined articles that are edited by Forbes staff and published on Forbes.com, which also promotes them across social media and newsletters. He also answers questions through the platform; the most relevant responses are curated into published articles. Membership is fee-based (annual, one-year term). This membership is not a recommendation of Versant Capital Management, a reflection of performance, or a testimonial based on any of Versant Capital Management clients’ experiences.
Published Articles (as of Oct 1, 2025):
Spousal Lifetime Access Trusts: A Strategic Estate Planning Tool For Taxable Estates September 30, 2025
Choosing The Right Trustee And Why It Matters, August 7, 2025
20 Ways Financial Firms Can Stay Relevant In A Rapidly Changing World, February 25, 2025
Considering A Foreign Investment? 20 Factors To Assess The Market, December 20, 2024
20 Tips For Choosing The Right Bank For Your Small Business, December 19, 2024
20 Ways Financial Institutions Can Better Engage With Gen Z, October 25, 2024
Women to Watch — Executive Excellence Awardee 2024
Elizabeth Shabaker, CFP, CDC
InvestmentNews
Submission period: June 3 through July 12, 2024. There was no fee to submit a nomination. The Women to Watch Awards team “conducted research and drew on knowledge and information gained through InvestmentNews to support and supplement nominations and to ensure no one deserving of recognition was missed.” “Excellence awardees” (shortlisted finalists) were determined from pools of information. Submissions were provided to a judging panel for voting and were confidential and not shared with any third parties other than the judges. Submissions from Excellence Awardees were forwarded to the independent judging panel, which comprised mortgage and finance industry leaders and senior representatives. The panel assessed and voted on the winners in each category based on the relevant criteria. Their judgment was impartial, balanced, incisive, and fair. Any judge with a conflict of interest in a category was expected to recuse themselves from judging that category. Award winners were announced in August 2024. Versant Capital Management did not pay a fee to InvestmentNews for inclusion in its Women to Watch awards. This award is not a recommendation of Versant Capital Management, a reflection of performance, or a testimonial based on any of Versant Capital Management’s clients’ experiences.
Family Wealth Alliance: Young Professionals Awards — Finalist 2024
Kenneth Chavis IV, CFP
Family Wealth Alliance
Nominees had to be under 40 as of Jan 1, 2024, and be employed at a single-family office (SFO), multi-family office (MFO), or established multifamily wealth practice. Self-nominations were accepted; nominations could also be made by a colleague/supervisor (in which case a Nominee Supplement was required). A letter of support was required (from a supervisor, mentor, client, or colleague). Multiple nominees per firm were permitted, but no more than two winners per firm. Family Wealth Alliance membership was not required. Only complete applications were considered. No fee was charged. Applications were scored on equally weighted criteria, averaged by a computerized system (weights were not set by judges). Judges abstained in cases of conflict of interest and provided an unbiased assessment. Review focused on: application thoughtfulness, industry insights, introspective reflections, demonstrated impact, client-centricity, high standards/values, and leadership’s view of the candidate’s potential. Judges: A third-party judging panel reviewed all applications; judges recused themselves from any nomination where a conflict could be perceived. Submission deadline: August 14, 2024; honorees were announced (date not specified in source text).This award is not a recommendation of Versant Capital Management, a reflection of performance, or a testimonial based on any of Versant Capital Management clients’ experiences.
Most Admired Companies — 2024
Versant Capital Management
Az Business Magazine (Az Big Media)
All selections are made solely by the editors of Az Business Magazine. No nomination or application was submitted by Versant Capital Management. Az Business Magazine is a monthly print and online publication that profiles Arizona businesspeople whom the publication determined are qualified for inclusion based on evaluation of industries including healthcare, real estate, construction, education, banking, financial services, manufacturing, technology, and law. List published: October 2, 2024. Versant Capital Management did not pay a fee to Az Business Magazine or Az Big Media for inclusion. This list is not a recommendation of Versant Capital Management, a reflection of performance, or a testimonial based on any of Versant Capital Management clients’ experiences.
Excellence in Banking: Wealth Managers of the Year — 2023
Elizabeth Shabaker, CFP, CDC
Az Business Magazine (Az Big Media)
All selections are made solely by the editors of Az Business Magazine. No nomination or application was submitted by Versant Capital Management. Az Business Magazine is a monthly print and online publication that profiles Arizona businesspeople as determined by the publication across industries including healthcare, real estate, construction, education, banking, financial services, manufacturing, technology, and law. Published: December 12, 2023. Neither Versant Capital Management nor its employees paid Az Big Media a fee; no nomination was submitted for this ranking. Versant Capital Management did not pay Az Big Media a fee for inclusion on the list. This listing is not a recommendation of Versant Capital Management, a reflection of performance, or a testimonial based on any of Versant Capital Management’s clients’ experiences.
Largest Phoenix-Area Investment Advisers — 2017–2025 (annually)
Versant Capital Management
Phoenix Business Journal Book of Lists
The Largest Phoenix-Area Investment Advisers is a survey-based ranking of locally based AUM for the period January 1 to December 31 of the previous year. Versant Capital Management has been ranked in the Phoenix Business Journal Book of Lists annually from 2017 to 2025. AUM was submitted as follows: The 2017 submission used AUM data from January 1, 2016, to December 31, 2016. The 2018 submission used AUM data from January 1, 2017, to December 31, 2017. The 2019 submission used AUM data from January 1, 2018, to December 31, 2018. The 2020 submission used AUM data from January 1, 2019, to December 31, 2019. The 2021 submission used AUM data from January 1, 2020, to December 31, 2020. The 2022 submission used AUM data from January 1, 2021, to December 31, 2021. The 2023 submission used AUM data from January 1, 2022, to December 31, 2022. The 2024 submission used AUM data from January 1, 2023, to December 31, 2023. The 2025 submission used AUM data from January 1, 2024, to December 31, 2024. Other information points include assets under discretionary management, the number of local licensed investment advisers, the number of offices in Maricopa County, the top local executive, and the year the firm was founded locally. The ranking is released in May of the following year after submission; the lists are typically published in late December. Versant Capital Management did not pay a fee to the Phoenix Business Journal in exchange for inclusion in any Business Journal Book of Lists. This ranking is not a recommendation of Versant Capital Management, a reflection of performance, or a testimonial based on any of Versant Capital Management’s clients’ experiences.
Titan CEO — Titan 100 (Phoenix) — 2024
Elizabeth Shabaker, CFP, CDC
Titan CEO
Titan CEO recognizes 100 CEOs and C-level executives in a region. To be recognized as a Titan 100 CEO, nominees must: be nominated (by others or self), meet eligibility criteria such as holding a C-level title and representing a company founded before a specified year with at least $1 million in annual revenue, and be selected by a judging committee. The process is nomination-based (self-nominations are accepted). Nomination deadlines and program cycles vary by market. Nominations are accepted from the private, public, and non-profit sectors. All nominations and applications are reviewed and selected by an independent group of industry experts. All Titan 100 honorees are notified of their acceptance the month after nominations close. Multiple nominations for a single honoree do not increase the chances of winning; only one nomination per individual is accepted. Once nominations close, applications are reviewed and scored by an independent judging committee made up of local industry experts and community representatives. Judges are revealed and recognized at the Titan 100 awards event. All applicants are notified of acceptance or denial to the Titan 100 program. Phoenix 2024 list of winners announced: June 2024.Versant Capital Management did not pay a fee to Titan 100 for inclusion in the Titan 100 list for Phoenix, AZ. This award is not a recommendation of Versant Capital Management, a reflection of performance, or a testimonial based on any of Versant Capital Management clients’ experiences.
AZ Big 100: 25 Women Business Leaders to Watch — 2023-2026
Elizabeth Shabaker, CFP, CDC
Az Business Magazine (Az Big Media)
All selections are made solely by the editors of Az Business Magazine. No nominations or applications are submitted by Versant Capital Management. Az Business Magazine profiles Arizona businesspeople across sectors, including healthcare, real estate, construction, education, banking, financial services, manufacturing, technology, and law. The Az Business Leaders Magazine issues that included Elizabeth Shabaker were published in December 2022, 2023, 2024, and 2025. Neither Versant Capital Management nor its employees paid Az Big Media a fee; no nomination was submitted for this ranking. Versant Capital Management did not pay a fee to Az Big Media in exchange for inclusion on the list. This listing is not a recommendation of Versant Capital Management, a reflection of performance, or a testimonial based on any of Versant Capital Management’s clients’ experiences.
40 Under 40 — 2023
Kenneth Chavis IV, CFP
InvestmentNews
InvestmentNews “40 Under 40” recognizes top financial advisers and associated professionals under age 40. For this award, nominees submitted applications through March 2023 (nominations cast via online web form by subscribers and other industry peers). Nominees were evaluated by InvestmentNews editorial staff based on: (1) accomplishments in the advisory business (industry-related projects and broader advisory work) as shown by credentials and achievements; (2) contributions promoting the financial advice profession (advocacy for financial literacy and pro bono engagement); (3) demonstration of leadership (guidance and successful management within a company or the industry); and (4) level of promise for continued success (passion, enthusiasm, ideas, commitment). InvestmentNews does not require membership or payment for consideration. Neither Versant Capital Management nor other participating advisers paid a fee to be eligible. This Award does not emphasize favorable client responses, ignore unfavorable client responses, and is not based upon a statistically invalid sample of client responses. Honorees announced: June 5, 2023. No fee required for nomination or inclusion. This listing is not a recommendation of Versant Capital Management, a reflection of performance, or a testimonial based on any of Versant Capital Management clients’ experiences.
Five Star Wealth Manager — 2014–2025
Elizabeth Shabaker, CFP, CDC
Five Star Professional
Nominees are identified by firm nomination, peer nomination, or pre-qualification. Pre-qualification uses internal/external data to identify candidates who meet criteria such as years in industry, fiduciary status, and assets under administration. Nominees submit client retention rate, Non-institutional discretionary and/or non-discretionary client assets administered, and Number of client households served for the period January 1 to December 31 of the previous year. Elizabeth Shabaker has been named a Five Star Wealth Manager annually from 2014 to 2025. Her data was submitted as follows: The 2014 submission used data from January 1, 2013, to December 31, 2013. The 2015 submission used data from January 1, 2014, to December 31, 2014. The 2016 submission used data from January 1, 2015, to December 31, 2015. The 2017 submission used data from January 1, 2016, to December 31, 2016. The 2018 submission used data from January 1, 2017, to December 31, 2017. The 2019 submission used data from January 1, 2018, to December 31, 2018. The 2020 submission used data from January 1, 2019, to December 31, 2019. The 2021 submission used data from January 1, 2020, to December 31, 2020. The 2022 submission used data from January 1, 2021, to December 31, 2021. The 2023 submission used data from January 1, 2022, to December 31, 2022. The 2024 submission used data from January 1, 2023, to December 31, 2023. The 2025 submission used data from January 1, 2024, to December 31, 2024. Candidate license status and disciplinary history are noted; regulatory history is reviewed (FINRA BrokerCheck, SEC IAPD, or firm Form ADV). Five Star Professional also promotes, via local advertising and its website, the opportunity to submit feedback, including reports of unsatisfactory experiences. Candidates must certify all information is correct. Neither advisor firms nor their employees pay a fee to Five Star Professional for consideration or selection. Full methodology: https://fivestarprofessional.com/ref/research/WM_ResearchMethodology.pdf. No fees paid for consideration or selection. This listing is not a recommendation of Versant Capital Management, a reflection of performance, or a testimonial based on any of Versant Capital Management’s clients’ experiences.
Invest in Others — 2022 Honoree
Elizabeth Shabaker, CFP, CDC
Invest in Others Charitable Foundation
Nominees must provide their contact information, the advisor’s contact information (including personal FINRA/SEC CRD and broker-dealer/custodian), and nonprofit contact information (contact name, email, organization tax ID). Invest in Others reviews nominations to ensure the advisor and the nonprofit they volunteer for meet eligibility criteria. Once verified, the advisor and nonprofit are invited to complete a more detailed application on a rolling basis, which asks about the advisor’s volunteer service with the nonprofit and requires supporting documentation (including a letter of recommendation and photos). Nominees must be currently working in the U.S. as registered representatives (e.g., Series 7) or registered investment advisors/financial planners with a professional designation (per FINRA’s list). Nominees must be active financial advisors (≥75% of time providing client consultation) and in this capacity for at least three years. Volunteer involvement with the nonprofit must be current and ongoing for at least three years. The Invest in Others Charitable Foundation handles all phases of the awards process. An unbiased third party reviews all completed applications. The top 10 nominations per category are forwarded as “blind” nominations (nominee’s name, firm name, and broker-dealer/custodian removed) to a judging committee of industry professionals. The judging committee selects three finalists (including one award recipient) in each category. Nominees’ entry information is confidential (judges receive only the information necessary to evaluate). Judging Criteria: Dedication (time/years of involvement), Contribution (personal giving to the nonprofit and funds raised for the nonprofit), Leadership (founding/leadership roles and impact on sustainability), Inspiration (ability to motivate others), and Impact (significant impact on the nonprofit and community). Advisor award finalists and recipients receive a grant to their designated charities; Honorable Mentions in all categories received $2,000, paid directly to the nonprofit the honoree supported. Submission deadline: April 22, 2022. Honorees announced: September 29, 2022. Versant Capital Management did not pay a fee to Invest in Others to submit an application for the award and is not a recommendation of Versant Capital Management, a reflection of performance, or a testimonial based on any of Versant Capital Management’s clients’ experiences.
100 Top Financial Advisors — 2022
Kenneth Chavis IV
Investopedia
The annual Investopedia 100 honors independent U.S.-based financial advisors who demonstrate top-of-industry skills in: Reach (domain authority of personal blog/website; followers across LinkedIn, X, TikTok, Instagram, YouTube; podcasts—including appearances or ownership); Commitment to financial literacy (workshops, programs, nonprofits, collaborations to spread financial education, and creation of accessible content); Community support (peer nominations by industry professionals outside their firms and presence/engagement with others in the financial planning industry). Each advisor CRD number was checked for validity, and each application was checked for accuracy and quality. Final scores were tabulated according to weights designated for each criterion above. Investopedia receives no compensation from placing advisors on the list, nor does an advisor’s appearance constitute an individual endorsement. Submission deadline: Fall 2021. List announced: July 11, 2022. Versant Capital Management did not pay a fee to Investopedia to submit a nomination for the list. This listing is not a recommendation of Versant Capital Management, a reflection of performance, or a testimonial based on any of Versant Capital Management clients’ experiences.
Outstanding Women in Business — 2020
Elizabeth Shabaker, CFP, CDC
Phoenix Business Journal
The award recognizes women known for professional achievements who personify leadership in their communities. The nomination process includes an application the nominee must complete, including references, company information, and essays (e.g., professional accomplishments, community involvement, advocacy for women). Nominees must be female residents of Arizona and employed in the state as an owner, partner, president, CEO, or board chair in a senior executive management-level position or be a woman with authority in business decision-making. Winners are selected by an independent panel of judges. Awardees are not eligible for nomination once honored. List published: August 27, 2020. Versant Capital Management did not pay a fee to the Phoenix Business Journal for inclusion. This listing is not a recommendation of Versant Capital Management, a reflection of performance, or a testimonial based on any of Versant Capital Management clients’ experiences.
Rankings & Recognition Disclosure
Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. Rankings are based on specific criteria and methodology determined by the awarding publication or organization. No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or Versant Capital Management, Inc.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Versant Capital Management, Inc. is engaged or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Versant Capital Management, Inc. by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.
Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with an advisor does not ensure that a client or prospective client will experience a higher level of performance. These ratings should not be construed as an endorsement of the advisor by any client. Investment performance is not an explicit criterion because clients’ investment goals differ. This recognition does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Portfolio performance is not a criterion due to varying client objectives and a lack of audited data. Neither Versant Capital Management, Inc. nor its employees pay a fee for inclusion in rankings.