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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.
- Emphasizing quality over quantity
- Developing close client relationships
- Instituting formal, systematic business processes that ensure adherence to industry best practices
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.
Integrity, Ethics & Trust
Remaining ethically steadfast, honest and trustworthy, saying what we mean and matching our conduct to our words, and taking responsibility for our actions. This is the cornerstone of our firm. The firm delivers the highest quality of service and professionalism in everything we do.
Strong Client Partnerships
Enabling clients to become successful businesses and enduring family legacies, and creating sustainable relationships by being responsive, relevant and consistently delivering superior financial management service and solutions. The firm engages with every client and family member to achieve their goals.
Measuring the success of our innovations by our client’s success. Constantly renewing our strategies to provide answers to our client’s challenges enables us to create sustainable value. Utilizing our financial planning experience and talent, industry partners, technology and marketplace intelligence, helps meet each client’s unique needs, both today and in the future.
Performance & Perseverance
Committing to activities that are results-oriented and create value. We use knowledge, rather than merely possess it. Our team works together to bring optimum results for our clients. Quality is the common denominator of all we do, and we strive for continuous growth to reinforce our leadership position.
Positive Firm Culture
We believe that attracting talented and diverse employees is one of the keys to our success.
We strive to create for our employees an environment that offers professional and intellectual challenges, that stimulates innovation and creativity, and that rewards success and effective teamwork. Character, competence and commitment shape our professional staff in everything they do.
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.
Versant staff and friends volunteering at St. Mary’s Food Bank
Liz 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
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
Institute for Preparing Heirs Tom Connelly and Liz Shabaker, Adjunct Faculty
Jewish Community Foundation
Phoenix Children’s Hospital Brandon Yee, “Emerging Leaders” volunteer and Service Committee member
Phoenix RIA (Registered Investment Advisory)
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
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.
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.