Investment Services

At Vero Beach Global Advisors, we provide individual attention to a broad range of clients. We understand that there is no one-size-fits-all solution, every client has unique circumstances and needs. Our focus on the individual is where we differentiate from other firms.

Our Process

After gaining an understanding of your objectives and capacity for risk, we then seek to effectively manage the first level of the risk/return equation through proper asset allocation.
We strive to build logically diversified portfolios using a global opportunity set of publicly traded individual stocks and bonds that are vetted and then thoughtfully assembled using a fundamental valuation discipline based on our investment philosophy.
We actively administer portfolios with a view toward long-term absolute returns and principal stability, with an on-going awareness of and sensitivity to the ever-changing dynamics of global economies, capital markets, tax regimes, and clients’ personal circumstances.

Our investment process is simple, logical, and time-tested.

Many brokers and financial consultants have chosen to not adhere to the Fiduciary Standard and are, therefore, only held to a lesser “suitability” level of diligence when working with their clients.  As a result, many utilize a one-size-fits-all approach based on products.  This, in turn begs the question – on what basis do they make investment management decisions? Vero Beach Global Advisors utilizes a custom approach based on a defined investment philosophy.  We want our clients to understand our investment process.  It is simple, logical, and time-tested.

A Collaborative Approach

We have a collaborative approach to working with our clients. Our focus is understanding the individual before making recommendations rather than applying a template across all clients.

Who We Serve

  • Individuals and Families
  • Business Owners
  • Public Company Executives
  • Retirees
  • Family Estates & Trusts
  • Non-Profit Organizations, Foundations & Endowments

How We Help

  • Budgeting and Cash Flow Forecasting
  • Asset Allocation and Risk Management
  • Portfolio Management
  • Retirement Planning
  • Estate Planning
  • Multi-generational Wealth Transfer
  • Tax Planning

The Road Trip to Success
How to Prepare for a Meeting with Vero Beach Global Advisors
Establish your Destination
Before meeting with the Vero Beach Global Advisors team, take some time to contemplate where you currently stand financially. Where would you like to be? Acknowledging your current situation and establishing your future objectives is vital for success. If upon reflection, you still feel lost, we will gladly help you establish goals suited for your unique situation.
Pack your Supplies
It would not be a road trip without prior planning and packing. Please bring any financial documents that might help us better understand your situation: budgets, bank statements, brokerage statements, trust documents, estate planning documents, etc.
Verify your Route
After establishing your destination, verify your means of getting there are achievable so that you are not setting yourself up for failure. Are your assumptions comfortable? Cutting your spending in half may not be doable. Are your expectations realistic? Banking on a 10% annual market return year in and year out is not reasonable.
Follow your Map
Once we have discussed your financial plan, stick to it! Would you cancel your road trip if you hit a bump along the road? Hopefully not, and the same theory should apply for your financial voyage. If the short-term outlook of the market is looking rocky, remember that maintaining a long-term outlook is key to long-term success.
Enjoy your Journey
Establishing and achieving financial goals should be a rewarding process, and we truly hope you enjoy it. We are excited for the opportunity to meet you, work with you, and put the odds of investment success in your favor!