Valuation-Centric Investment Management
At VELA Investment Management, we leverage our extensive experience in investment management to deliver long-term results for clients in a consistent, transparent manner.
Learn MoreBuilt on Experience and Alignment with Clients’ Interests
Founded in 2019, VELA began with the vision of creating an investment management firm known for excellence in all aspects of the business. We believe distinctive attributes — fully integrated wealth and investment management services and a strong grounding in a valuation-centric investment philosophy — will uniquely enable our firm to meet our goal of delivering long-term results for our clients.
Our clients are at the heart of everything we do. Our team brings decades of experience navigating different economic environments and guiding clients to achieve their long-term objectives. Additionally, we place our individual wealth alongside your wealth by investing in the same strategies, thus aligning our interests with yours. Your success is our success.
What We Do
We design personalized solutions to help our clients and their families achieve long-term financial wellbeing. Client success to us is built on four pillars: value-added results, education and clear communication, the achievement of long-term goals, and attention to your needs.
Strategies
We offer a selection of actively managed, valuation-centric investment strategies designed to seek long-term capital appreciation and/or current income.
Insights
Sharing our perspective on market conditions, outlooks, and trends opens a dialogue that strengthens our partnership with our clients. Read our latest insights.
Our Team
Our team members are our finest assets. Their dependability and dedication are evident to those who partner with us. Explore our team page to learn more about our team members and their experience.
Meet The TeamStart the Conversation
To learn more about our investment solutions, reach out to start the conversation. We’d love to discuss how we can help you achieve your financial goals.