Vertex One - Private Wealth

Purchase Forms

All initial purchases and account openings require a completed Client Questionnaire. Some purchases may require the completion of a subscription agreement. Purchase forms must be delivered to the office of Vertex One Asset Management Inc. by the purchase deadline in order for the purchase to be accepted.

To open a private wealth account with Vertex One Asset Management Inc. requires a minimum investment of $250,000. Accounts may be combined to meet this minimum (i.e. registered, non-registered). To inquire about investing with Vertex One Asset Management please contact Jeff McCord or email invest@vertexone.com.

Vertex Fund

Vertex Managed Value Portfolio

Vertex Arbitrage Fund

Mutual Funds