Vertex Investments Group

Overview

Vertex Investments Group is organized as a limited liability company owned by an individual and provides fee-based financial planning and discretionary portfolio management targeted at individuals and small businesses. The firm charges clients on a percentage-of-assets-under-management basis. FINTRX records indicate the adviser does not position itself as an active ESG investor, is not registered as a multistate adviser, does not act as a capital allocator or pension consultant, and is not listed as a related adviser.

Assets & Accounts

Investments & Alternatives