A PHOENIX INVESTMENT FIRM WITH A WIDE REACH

Versant is an independent, Phoenix investment firm. We are a team of experienced wealth management 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.

We believe in the power of positive action.

Check us out.

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

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

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.

Careers

Versant Career Opportunities

Join our team of passionate and caring financial professionals who oversee $900+ million in assets. We value teamwork, trust, and tolerance for diverging opinions. We encourage diverse, multi-disciplinary talents that allow us to continually deliver superior results for our clients.

If you are a driven professional with exceptional interpersonal skills and are passionate about wealth management, then Versant is an environment that will allow you to learn and grow.

About Versant Capital Management, Inc.

Versant Capital Management was founded with a clear objective: to provide rigorous, comprehensive financial advice and management to people through a thoughtful understanding of their personal situations.

A Phoenix-based, independent registered investment advisory (RIA) and wealth management firm, Versant helps individuals and families achieve financial success and make it last. The firm has the professional qualifications and credentials to demonstrate responsibility and provide rational advice, and the courage to raise critical issues, even if it’s not in the firm’s best interest.

We carry out decisions free from the pressure of product bias. As an independent firm, we do not sell or promote any investment product; we rely on skilled professionals to deliver research-driven strategies customized to meet each client’s unique goals. This mindset brings together the best of financial planning and the best of investment management.

Being an independent doesn’t mean “alone.” We invest with some of the most prominent institutional investment managers- including Charles Schwab, Vanguard, Dimensional Fund Advisors, and Stone Ridge – giving our clients access to the best investment management and services available today.

At the center of our approach and our client’s success is Versant’s staff, a team of interdisciplinary financial experts, including CFPs, CFAs, CPAs, MBAs, and even masters of psychology and art. Our team delivers highly customized financial advice and strategies based on each client’s specific needs and goals. We help people use wealth to empower a life well-lived.

Over the last decade and a half, we’ve steadily helped build our clients’ legacies, and today Versant is promoting a new generation of leadership. 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.

Opening:

Receptionist
Full time, benefits

Email letter and resume to Lisa Greve, lisag@versantcm.com

Job Summary

The Receptionist is the first person clients and vendors encounter when they come to the firm. This position is responsible for greeting and directing clients and other visitors; screening and routing telephone calls, and as needed, and performing routine administrative duties.

Duties and Responsibilities

  • Deliver a superior client experience — troubleshoot problems, schedule and organize meetings; serve as the liaison between financial advisors and clients, as needed
  • Screen and route telephone calls
  • Take responsibility for making clients and visitors feel welcome and comfortable while waiting for advisors/support staff
  • Inform advisors/support staff of client’s presence
  • Perform administrative duties, such as managing mail, creating, filing and maintaining client correspondence. Maintaining and ordering office supplies and equipment as needed.
  • Keep reception, kitchen and public areas neat and tidy
  • Maintain beverage supply for clients, vendors, and staff
  • Communicate with clients and vendors, verbally and in writing
  • Manage client information — direct mailings to clients and prospects, including, but not limited to quarterly reports, greeting cards, newsletters, and other client communications. File client reports, submit and follow up on necessary paperwork, regularly update Junxure (CRM)
  • Assist staff with meeting and travel arrangements and prepare itineraries

Qualifications

  • Proficiency in Word, Excel, PowerPoint, Outlook, Junxure, and Worldox
  • Must be organized, detail-oriented and able to multitask
  • Client-first attitude
  • Good written and verbal communication skills
  • Team player, collaborative, able to work with and through others
  • Desire/ability to work successfully in a small company environment

Salary and Benefits

  • Salary will be based on experience; may be eligible for overtime
  • Eligible for a discretionary bonus pool
  • Benefits include health/dental/vision insurance, short and long-term disability insurance, 401(k), including three percent employer contribution
  • Partial and/or full financial support for professional accreditation/continuing education requirements and other education/training opportunities