Vector Financial Solutions, Inc.

Overview

Vector Financial Solutions, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves both individual and family clients as well as institutional clients, and it reports a mix of fee arrangements that includes percentage-of-AUM billing alongside hourly and fixed fees. Its reported advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and—per filings—pension consulting services. The firm does not identify itself as an active ESG investor and is not listed as a multi-state adviser in the snapshot data. Vector positions itself as a traditional advisory practice that blends ongoing portfolio management with planning and project-based engagements. The combination of discretionary and non-discretionary mandates, plus fixed- and hourly-fee work, suggests a flexible client-service model that can accommodate both ongoing asset management and finite consulting assignments.

Assets & Accounts

Public Holdings

Investments & Alternatives