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Since our founding, VELA has been dedicated to providing comprehensive investment management and wealth planning services, including retirement planning, tax optimization, and estate planning, with the goal of helping you to navigate each stage of your financial journey.

Whatever your needs, we begin each client relationship by getting to know you so that we can develop an investment plan suited to your unique goals and circumstances. Throughout our relationship, you’ll be supported by our dedicated client team, providing the level of care and attention we want for our own families.

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OUR PROCESS

1. Discovery

Our process starts with getting to know you and the concerns that are most important to you. The more we understand your financial situation and life goals, the deeper our level of advice.

2. Analysis

We examine all aspects of your current financial situation so that we can build an investment plan based on your unique needs, goals, investment horizon, and risk tolerance.

3. Recommendations & Implementation

After reviewing your financial situation, we will present our investment recommendations and work to implement a customized plan for you.

4. Monitoring & Review

We will meet regularly to review your plan and ensure that it is always aligned with your goals. And as your needs continue to evolve, we are always ready to adapt your investment plan to suit your circumstances.

WHAT SETS US APART

We believe that our clients are best served by a team of trusted professionals. With this in mind, we often collaborate with accountants, estate attorneys, and other specialists to provide the highest level of service and expertise for our mutual clients.

Working together helps to ensure that each detail of your investment, tax, and estate planning is coordinated to maximize the impact of your wealth and best provide for the people and causes that you care most about.

We arrange meetings annually with you, your advisors, and any family members you may wish to ensure that each team member is in alignment with your financial goals and objectives. If you have preferred advisors in place, we look forward to working with them. Where requested, we are also happy to recommend professionals we trust to provide the same reliability and level of service we strive for at VELA.

At VELA, we utilize investment strategies managed by our experienced, in-house investment team. We will not outsource your investments to an unknown, third-party investment manager.

As a result, our clients have access to the portfolio managers and research team for each strategy in which they are invested. If you have a question about an investment decision in a strategy you hold, you deserve to hear from the decision-maker themselves.

And for our investment team, each client is a member of our community—not a number. To reinforce our alignment with our clients, we ask each VELA partner and employee to invest in our strategies alongside our clients, ensuring that our interests are always aligned with yours.

Many of our clients have investments in 401(k), 403(b), 529, and other investment vehicles which may be difficult or undesirable to move.

In these cases, we can build investment portfolios to complement your existing investments, and advise you on potential modifications you might be able to make to your current investment program.

HOW CAN WE HELP?

Let us know what’s on your mind. Send a note to our Client Team and we’ll follow up with you as soon as we’re able.