VESTECH ASSET MANAGEMENT INC.

Overview

Vestech Asset Management Inc. is a privately owned investment adviser that focuses on serving individual and family clients through financial planning, discretionary portfolio management and the selection of third-party advisers. The firm operates as a capital allocator: equities are the dominant allocation, supplemented by targeted use of alternative investments to add income and diversification. Fee structures are flexible and include percentage of AUM, hourly charges and fixed fees, which supports a mix of comprehensive planning engagements and ongoing managed accounts. Investment activity centers on liquid equity exposures for core growth, with portfolio construction that combines exchange-traded vehicles and direct equity positions alongside external managers for less liquid strategies. The firm is not positioned as an active ESG investor. It also maintains relationships across professional channels — broker-dealers, accountants, law firms, insurance companies and real estate brokers — to coordinate tax, legal and insurance elements of client plans and to source private investment opportunities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices