Vestor Capital, LLC

Vestor Capital, LLC is an investment advisory firm established in 1984 and registered with the SEC. The firm is part of the Focus Financial Partners, LLC partnership and offers investment and wealth management services to individuals, families, and institutions. They require a minimum investment of $500,000 and conduct in-depth meetings to align client goals with services. Vestor Capital's investment strategies include individual U.S. large-cap stocks, U.S. mid-cap, U.S. small-cap, international developed large-cap, international developed small-cap, emerging markets, U.S. taxable fixed income, U.S. tax-exempt municipal bond, and alternative investments. Clients receive quarterly reports, economic and investment outlook commentary, and performance summaries. The firm does not charge performance-based fees and does not manage portfolios side-by-side for clients with different fee structures. Vestor Capital does not accept proxy voting authority for client accounts and generally does not vote on behalf of clients. The firm discloses its financial condition, stating no impairments likely to affect client commitments. As a SEC-registered adviser, Vestor Capital meets the requirements for state registration. The firm's fee structure is based on a percentage of assets under management, with fees varying based on factors like client assets and historical relationships. Vestor Capital discloses potential conflicts of interest related to third-party referrals, sponsorship fees, and employee compensation for client referrals.