Vertex One was founded in 1997 by three partners and currently manages $1.0 Billion with a team of 13 individuals. Your portfolio managers previously had a long history with very large bank-owned investment counselors. These firms will remain nameless. It is sufficient to say that indexing portfolios for a fee is an exercise your managers were not willing to undertake thus Vertex One was born.
Preservation of capital in both good and bad market conditions is the cornerstone of our investment process. "A penny saved is a penny earned" could be recoined as "A penny not lost is a penny earned". Vertex One will not gamble with your savings. It is not always possible to make the right moves with regard to investment. Temporary negative returns are a reality with any serious investment program and should be expected.
It is worth resaying, at the risk of being redundant, our goal is first not to lose money. Subordinate to this first goal is to produce a return on your invested capital, in adequate proportion, as to achieve a higher rate than one could attain by purchasing a government guaranteed bond or term deposits at your local bank.
Key Personnel
Jeff McCord
John Thiessen, CFA
Matthew Wood, CFA
Dona Heywood
Vivian Bopp
Tim Logie, MBA, CFA
Noel Dattrino
Dave Wallin, CIM
Emily Wheeler
Jeannette Hogan
Robert Binnington
Craig Chilton, CFA
Tom Savage, MBA, CFA
Assets Under Management
(as of March 31, 2010)
$1.16 Billion
Enquiries
Choosing an investment manager is a big decision. Accordingly, we are happy to meet with you.
To find out more about Vertex One and our unique approach, please call Jeff McCord.
Vertex One Asset Management Inc.
1920-1177 West Hastings Street
Vancouver, B.C.
V6E 2K3
E-mail: jmccord@vertexone.com
Telephone: 604-681-5787
Fax: 604-681-5146