Vassos Investments, LLC

Overview

Vassos Investments, LLC is an independent registered investment adviser operating as a limited liability company that focuses on fee‑based portfolio management and financial planning for individuals and small businesses. The firm’s reported activity shows a clear preference for liquid, publicly traded equities delivered through exchange‑traded vehicles and separately managed account structures. Vassos Investments charges a percentage‑of‑AUM fee and does not present itself as a multi‑state or pension consultant adviser; its client base is concentrated among individual and family relationships rather than institutional mandates. Investment selection appears centered on equity exposure as the primary return engine, with portfolio construction implemented through a combination of exchange‑traded equities and mutual funds. The adviser does not identify as an active ESG investor. Advisory services listed include comprehensive financial planning and discretionary portfolio management tailored to individual and small business clients.

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Public Holdings

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Location & Offices