Investment Portfolio Management
The Versant investment process is done in partnership with an informed, educated, and engaged client. All parties’ economic and emotional interests are aligned toward accomplishing your goals and objectives. We operate in mutual trust and respect, where constructive questioning and creative thinking are encouraged. Feedback to you is transparent and available on a timely basis.
What We Offer
Personalized Custom Portfolio Allocation
Alternative Investment Strategies Access
Unique and Niche Investment Opportunities
Tax-Efficient Low Cost Investing
Broad Asset Class Diversification
Customized Asset Location Strategies
Global Investment Performance Reporting
Portfolio Rebalancing & Tax Management
Our Core Investment Beliefs
- Investment decisions should be based on theoretical foundations and applied through processes and judgment, not speculation.
- The investment opportunity set is global and changes over time.
- Traditional active management in the public markets does not work in the long run, especially after fees and taxes.
- Minimizing market frictions, including transaction costs, management costs, administrative and custody costs, and taxes, can provide higher net returns to clients.
- Broad diversification of asset classes can increase compound returns.
- Controlling investor behavior is critical for successful long term investment performance.