Vero Beach Global Advisors

We seek to understand a client’s objectives and capacity for risk. Then, we effectively manage the level of the risk/return through proper asset allocation. Once we have a full understanding of each client’s unique situation, we build logically diversified portfolios using a global opportunity set of publicly traded securities that are vetted and then thoughtfully assembled using a fundamental valuation discipline. We administer portfolios with a view toward long-term absolute returns and principal stability, with an on-going awareness of and sensitivity to the ever-changing dynamics of global economies, capital markets, and clients’ personal circumstances.