Our Philosophy.
Our process begins by meeting with the individual client to evaluate their unique situation to determine the optimal portfolio solutions to meet their specific goals and objectives. In addition to the expected returns on their investment capital, we are keenly aware of the risk they are willing to take to achieve those returns. As we develop our investment plan, we believe that blending experience with innovation we can provide our clients with leading edge solutions while being careful not to get caught up chasing the latest fads. Our principals have invested their own capital for decades and developed their investment processes and insights by learning through trial and error. To complement this experience, we utilize state of the art analytics accessed through a network of partners at the world’s largest risk management firms to monitor client portfolios.
Investment Strategies
Equity Income
Separate Account
The Equity Income portfolio seeks to grow principal while generating income in excess of the overall market. It invests primarily in equities that have consistently grown their dividend over many years. These companies generally tend to be of higher quality with strong balance sheets and proven business models. Companies who can increase their dividend year after year have a higher level of confidence in their profitability which enables them to pay out more to their shareholders. While most stocks held in this portfolio would be categorized as dividend growth companies, at times the portfolio will make thematic investments that the portfolio manager feels are appropriate based on cyclical or secular trends in the market.
Diversified
Multi-Strategy Portfolios
The multi-strategy portfolio is the foundation for our goals-based client portfolios. Based on each individual client’s risk profile we develop an investment objective to help them achieve their desired goals with the appropriate level of risk. We do this by investing across asset classes and investment styles. By designing portfolios that are diversified in this manner, we are seeking competitive total returns while building in resiliency in our portfolios. We want portfolios that will participate in positive market environments while weathering the market downturns that are part of each economic cycle. These portfolios are developed with a mix of Separately Managed Accounts, Mutual Funds and ETFs utilizing both active and passive investment strategies.
The Custom Strategy
For clients seeking the ability to deposit existing security positions in an account at initial funding that either have a low-cost basis or represent an issuer that the client wants to maintain. VPW’s Custom Strategy is generally built around one of the Firm’s other primary strategies and allows the client to hold positions that might otherwise trigger an extraordinary tax liability as well as retain long-held positions that the client prefers not to sell. The Custom Strategy may also allow variations of holdings from one of the other strategies depending on client needs and risk tolerance. Clients that would like to have access to cash management services and/or funds through checking or a visa can also be accommodated in the Custom Strategy.
Fixed Income Investment Strategies
For clients seeking access to the fixed income markets, we utilize some of the top fixed income managers in the country. For those seeking to own their own individual bonds, we partner with separate account managers who can customize individual portfolios for our clients to meet specific requirements for bond maturities, credit quality or regional preferences. With a $1 million minimum, we can provide our clients with direct access to a fixed income portfolio manager who will work with the client to establish their unique and personal objectives. For clients willing to commit their funds for a longer period and seeking potentially higher returns, we offer pooled options with a goal of enhancing returns in conservatively managed fixed income portfolios. These portfolios seek to take advantage of inefficiencies in the fixed income markets utilizing in-depth credit research and more active management of the clients bond portfolios.
Our Partners
Vaquero Private Wealth. Ltd. does not hold client assets
Vaquero Private Wealth, Ltd. has chosen Pershing Advisor Solutions LLC, a subsidiary of BNY Mellon, to serve as custodian to safeguard our clients assets. With more than $1.5 trillion in clients assets, Pershing Advisor Solutions LLC, a BNY Mellon Company, is an industry leader in custodial, operational, and trading support to professional wealth management firms like ours.
One-stop access to private banking solutions and instant online access
BNY Mellon, a FDIC insured institution, and Pershing Advisor Solutions, LLC, a SIPC insured company, offer one-stop access to private banking solutions and instant online access to detailed account information.
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Experience. Insight.
Expertise.
