About VELA

Since our founding, VELA has been dedicated to providing comprehensive investment management services for our clients.

Our research team focuses on delivering long-term, value-additive investment returns while our experienced advisors serve as trusted partners to help you navigate your financial needs and vision over your lifetime.

OUR VALUES

When we started VELA, it was important to us to establish a set of core principles to consistently guide our firm over time. The first letter of each of these values forms our name: VELA.

There are many different investment styles and strategies to choose from. At the core of ours is rigorously researching and valuing each business we choose to add to a strategy—we invest only when we believe in the long-term prospects of a business and believe it is undervalued by the market.

We believe quality experience lends perspective, prudence, and conviction to investment decisions. Our senior team members leverage substantial experience in guiding clients through various economic scenarios, and we proactively work to cultivate quality experience in our associates so that your investments are always in capable hands.

We aim to be a trusted, long-term partner throughout your financial journey and measure the success of our relationships in terms of years, not assets. Similarly, we think long-term in our investments with the goal of ensuring that your needs are met over the course of a lifetime, not just tomorrow.

We care for your wealth as if it were our own; our partners and employees invest in our strategies alongside our clients, ensuring that our interests are always aligned with yours. And, as a wholly employee-owned business, we’re accountable only to the people who matter most: our clients.

FIRM STATS

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Employee-Owned
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Employees Hold an Ownership Share
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Employees Invested Alongside our Clients

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.