VECTOR FINANCIAL SOLUTIONS, INC.

Overview

Vector Financial Solutions, Inc. is an independent registered investment adviser that serves both individual and institutional clients with a mix of financial planning, discretionary portfolio management and pension consulting. The firm charges clients via a blend of percentage-of-AUM, hourly and fixed fees, and leans toward active management within equity allocations. Its filings indicate a clear preference for exchange-traded equities as the primary building block of client portfolios, while alternatives—specifically real estate—are used as a complementary sleeve. Vector is not identified as an active ESG investor in its reported materials. Advisory services cover standard wealth-management needs for individuals and families, small business portfolio management, and management for business or institutional balance sheets. The firm operates under an individual owner structure and positions itself to deliver both planning and implementation rather than acting as a capital allocator or a pure fund sponsor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices