Vanda Advisers

Overview

Vanda Advisers operates as a sole proprietorship, focusing on providing financial planning services and portfolio management primarily for individuals and small businesses. The firm does not classify itself as a capital allocator and is not an active ESG investor. Its advisory activities are centered around personalized financial strategies, ensuring that clients receive tailored guidance based on their unique financial situations. Vanda Advisers employs a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees, allowing for flexibility in how clients are billed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices