- Our Firm
- For Advisors
You’re not just a wealth manager or investment advisor; you’re also a business owner. One of the most significant factors affecting your growth potential is the rigorous day-to-day management of client portfolios. We monitor markets and adjust our risk-managed strategies to protect portfolios. So, you don’t have to.
Working directly with advisors and their clients, we build customized, risk-managed SMA portfolios based on your client’s specific goals. Our 12 risk-managed strategies are designed to flex with market movement and seek to protect against downside risk, preventing significant drawdowns while allowing for participation in markets when backdrops are favorable.
We help wealth advisors and RIAs scale their businesses by managing their customers’ assets within a risk-managed framework. Vineyard combines industry-leading and custom technology with our proprietary investment approach that seeks steadier returns over time.
Our 12 Managed Account Strategies are excellent for RIAs looking to grow their AUM because they are designed to suit a broad spectrum of investor types with various risk tolerance profiles, time horizons, and income and retirement goals.
With a lower highs and higher lows investment approach at its core, we have created a comprehensive proprietary model to analyze assets and determine which ones demonstrate the strongest potential to result in profitable investments. Our system considers numerous factors, ranks investments based on key indicators, and performs an exacting analysis to determine the right time to purchase each security.
Knowing that their client’s portfolios are meticulously managed, advisors can focus their energy on sales and marketing strategies, client acquisition, and AUM growth.
Vineyard features a fully automated, streamlined onboarding process. Our systems are fully integrated with PreciseFP, eMoney, TD Ameritrade, and Tamarac among others. So, you can get your clients up and running quickly. Templates can be custom branded to each advisor for a white label client experience.
Our fully compliant, transparent reporting is available to Advisors and their clients for instant download. We update our reporting quarterly. Advisors can also access to our Tamarac dashboard to view up-to-date performance data.
Led by our Chief Investment Officer, Tom Samuelson and our team of portfolio managers and investment analysts, our quarterly webinars offer keen market insight and an overview of how our strategies have performed against industry benchmark indices.
Our team of experts consistently produces market relevant articles, podcasts, interviews, and market commentary to guide advisors’ clients through market movements and cycles.