Vestech Asset Management Inc.

Overview

Vestech Asset Management Inc. is a privately owned corporate advisory firm that serves individual and family clients. The firm functions as a capital allocator and offers financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee arrangements include percentage-of-AUM fees alongside hourly and fixed-fee options. Vestech is not characterized as an active ESG investor and the snapshot flags it as not a multi-state registered adviser. Industry connections listed for the firm include relationships with broker-dealers, accounting and law firms, insurance companies, and real estate brokers—relationships that likely support its work across financial planning, wealth management, and access to non-core investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices