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| Additional information |
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| Versant Capital Management, Inc. |
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Profile:
Versant Capital Management’s sole focus is managing investments to meet clients’ lifelong needs. We design customized investment portfolios structured to provide future income when you need it—to fund education costs, retirement, your estate plan, and other financial requirements.
As an independent, fee-only investment management firm, we focus exclusively on what you need, without financial conflicts or other distractions. At the outset of our relationship, you know exactly what services we’ll provide and what you’ll pay for them.
You also understand how our work may complement that of other members of your financial team, including financial planners, tax specialists, and estate-planning attorneys. We can work with your current advisors or recommend other specialists to provide expert advice to help you achieve a broad array of financial goals.
We may not manage all of your investments; for example, many of your assets may be tied up in a company retirement plan. But we consider your total holdings in designing the part of your portfolio we do manage. If your retirement plan is heavily tilted toward stocks, for instance, we may balance those positions with high-quality, income-producing municipal bond funds. Your long-term, big-picture financial needs are always the determining factor.
Tom Connelly, Versant’s president and chief investment officer, has honed his sophisticated investment approach during almost 20 years of helping clients achieve their goals. Tom is the architect of every client’s investment portfolio. |
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Overview:
A financial life is a high-stakes proposition. You face a single, sobering risk—not achieving your long-term goals. Success in meeting your objectives means being able to live the kind of life you envision; failure means having to compromise.
Versant Capital Management’s sole focus is providing investment advisory and financial planning services to meet clients’ lifelong needs. We design customized investment portfolios structured to provide future income when you need it—to fund education costs, retirement, your estate plan, and other financial requirements.
You also understand that our work may complement that of other members of your financial team, including financial planners, tax specialists, and estate-planning attorneys. We can work with your current advisors or recommend other specialists to provide expert advice to help you achieve a broad array of financial goals.
We may not manage all of your investments; for example, many of your assets may be tied up in a company retirement plan. However, we consider your total holdings in designing the part of your portfolio we do manage. Your long-term, big-picture financial needs are always the determining factor.
As an independent, fee-only wealth management firm, we focus exclusively on what you need, without financial conflicts or other distractions. At the outset of our relationship, you know exactly what services we provide and what you will pay for them. |
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| Minimum Investable Assets:
$2 million |
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| Net Worth of largest client:
$43 million |
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| Asset Under Management:
$211 million |
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