Who We Are
Active management that actively delivers
We're a boutique asset management firm specializing in separately managed accounts (SMAs) that deliver truly personalized portfolios. Every client's risk profile and investment horizon are unique, so your portfolio should be too.
We meet with our clients regularly and provide the attentive, high-touch service reminiscent of a more traditional era—minus the wood paneling. You earned your wealth actively. Your asset manager should do the same.
Why Versalife?
Expert-Driven Insight
We consult with an extensive network of PhDs, MDs, scientists, and domain specialists whose research helps uncover unconventional investment opportunities tailored to you.
Efficient Cost Structure
For qualified clients, 1% AUM and 10% Performance with a 5% hurdle rate and high water mark. That's it. No extra fees. No nonsense.
We also take on non-qualiretail clients for a flat rate of $50 per month subject billed as $150 quarterly.
True Personalization
No pooled funds. No cookie-cutter allocations. Your SMA is a bespoke portfolio of individual securities—and occasionally options—built around your exact risk tolerance and time horizon, with ongoing input from you.
Comprehensive Account Management
We manage both high-return accounts and retirement portfolios (IRAs, Roth IRAs). Expect the same personalized attention and active management—just calibrated for long-term growth.
Streamlined Experience
Forget stacks of paperwork and opaque fee tables. Our single-page application and transparent fee structure make onboarding simple—typically completed in under a week.
Proven Performance
While past results never guarantee future outcomes, our accounts historically achieved 41.62% net returns in 2024 and 107.87% net returns in 2025 for clients. Take a look at our results page for 1 year composite reports for all of our clients accounts for both 2024 and 2025! No cherry picked results here!
(All investing involves risk, including potential loss of principal.)
