WE’RE ALL IN THIS TOGETHER
Vertex employees put their personal investments right beside yours, in Vertex One funds.
Our management fees of between 0.75% and 1% are below industry averages. Lower management fees force us to grow our business through performance, not aggregation of assets.
We utilize a performance fee model so that we only profit when you profit. Additionally, employee salaries are below industry averages. Instead, employees are all part of a profit-sharing program, so that we come to work every day focused on achieving our investor’s long-term goals.
ACTIVE – We actively manage all of your funds. You won’t find indexing here.
UNCONSTRAINED – Our managers are free to use their expertise and networks to source the best investments.
OPPORTUNISTIC – We source returns from the entire capital structure, seeking undervalued and event-driven situations.
ABSOLUTE – Our objective is to provide positive returns over rolling 5-year periods, regardless of market indices.
INTEGRITY – We uphold ourselves to honest, trustworthy, responsive client service.
SERVICE – Our clients always come first. We utilize modern technology and industry-best service partners to meet client needs.
PERFORMANCE – Long-term performance matters to you and it matters to us. It is our #1 priority.
INDEPENDENCE – We are employee owned and operated. Independence makes us agile to operate on our clients’ behalf.