VSI Capital Group

Overview

VSI Capital Group operates as an independent, fee-based registered investment adviser focused on individual and family clients. The firm leans toward equity-centered portfolios and favors liquid, exchange-traded instruments. Advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. VSI identifies as a capital allocator and describes itself as an active ESG investor, indicating that environmental, social and governance factors are integrated into portfolio construction and manager selection where appropriate. Portfolios appear oriented toward concentrated equity exposure delivered through exchange-traded equities and pooled vehicles. The firm charges a mix of percentage-of-AUM fees plus the option for hourly or fixed-fee engagements, which supports both ongoing portfolio management relationships and discrete financial planning or consulting projects.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices