We passionately pursue our clients’ objectives with discipline, skill, and courage. Our mission is to add value across the entire investment process.
A Purpose Built Firm
Vantage is client-centric, by mission and in practice. We design investment solutions for pensions, endowments and family offices in the United States and United Kingdom.
Philosophy
The question of whether investing is more art or science has been the subject of long debate. We believe Vantage’s edge lies in our expertise reconciling leading quantitative techniques, qualitative judgment and original thinking to manage risk amidst the subtle realities of capital markets.
People
Vantage is comprised of a balanced team of seasoned investment professionals and accomplished researchers and academicians. Members of our team have domain expertise designed to contribute to our mission of client success.
Solutions
We utilize proprietary computer modeling and data mining as complements to the expertise of our staff to deliver bespoke solutions. We work closely with our clients to formulate, refine, and implement long-term investment strategies custom designed to achieve their objectives.
Who We Serve
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Who We Serve
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Who We Serve
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Who We Serve
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Who We Serve
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Vantage is known for the successful marriage of theory and practice. Our substantial academic network informs us, but experience guides us. It is our deep and varied experience that has led us to what we believe is long-term excellence in the investment world.
Our Mission
Our mission statement has never changed: “We mediate the inherent conflict between Fiduciaries, who set investment objectives, and the capital markets—which ultimately frustrate or satisfy those objectives.”
35-Year Business Model
We are client-centric, by mission and in practice. Our resources have never been dedicated to marketing. Rather, our total focus is on client service, return estimation and risk assessment.