VECTOR FINANCIAL SERVICES, LLC

Overview

Vector Financial Services, LLC is an independent, owner-operated registered investment adviser that serves individual and family clients with a mix of financial planning, portfolio management and insurance services. The firm operates as a capital allocator: it builds client solutions using direct equity positions and exchange-traded strategies while also selecting outside managers and funds where appropriate. Its advisory scope includes work for individuals and small businesses, pension consulting support, the selection of other advisers, and client education through newsletters and seminars. As an insurance broker, the firm incorporates insurance and annuity solutions alongside investment advice. Investment behavior is equity-first. Exchange-traded equities represent the dominant portion of client portfolios and are used as the core engine for growth and liquidity. At the same time, Vector supplements that core exposure with allocations to third-party alternative managers and packaged products when clients’ objectives call for diversification beyond public markets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices