Services
Investment Management Services
VELA provides services to individuals and institutions through separate accounts and private asset management. Our services are grounded in our valuation-centric investment philosophy.
Separate Accounts
Our separately managed accounts are appropriate for individual investors, family offices, and non-profit organizations. They are also designed for institutional investors such as intermediaries and consultants. A client’s investment objective, portfolio holdings, and asset allocation are reviewed by experienced portfolio managers.
How We Measure Success
Client success at VELA is built on four pillars: value-added results, education and clear communication, the achievement of long-term goals, and attention to your needs.
Private Asset Management
Our private client advisors design personalized solutions to help our clients and their families achieve long-term financial wellbeing. No matter your investment objectives, our experienced team will work with you to design a plan that meets your individual needs. As market conditions shift or your circumstances change, our nimble team will react and guide your assets accordingly.
Start the Conversation
To learn more about our investment solutions, get in touch with us today.