Who we are
We’re a boutique asset management firm that utilizes SMAs, (separately managed accounts) to provide our clients with unique and personalized investments. Your risk management and investment time horizon are different than anyone else, so why should you settle for a fund structure when you can have personalized attention?
We meet individually with our clients regularly and give them the kind of service you would have received in the old days of wood panelled rooms and scotch. You didn’t earn your money passively, why should your asset manager?
Active management that actively delivers.
Why versalife?
Deep domain knowledge from experts in their field. We hire PhDs, MDs, scientists and experts in every field to leverage their expertise to analyze unique investments just for you.
Personalized attention from someone that deeply cares about providing top tier performance with discount level costs. Your unique risk tolerance and investment time horizon can be perfectly taken into account unlike with a mutual fund or pooled fund. A custom, unique, bespoke portfolio of individual stocks and the occasional options contract, (no mutual funds here!), managed by true experts with your regular input.
Easy. No endless complicated forms or heavy binders of disclosures. Our simple fee structure and organized, and streamlined disclosure doc makes signing up and onboarding as easy as filling out a single application. You’ll be up and running in a week or less.
Dirt cheap. We deliver all-star performance you could expect at a hedge fund like Citadel but for far less. 1% AUM is the only charge. That’s it. No transfer fees, no nickel and diming, no nonsense!
We also do retirement as well as our traditional high return accounts You can bring your IRAs and Roth IRAs over and we can manage everything under one roof. You’ll get the same high quality personalized service but with a more conservative, long-term focus for your IRA with a custom portfolio of long individual stocks. No lazy mutual funds here! (Of course if you own mutual funds already, we’re happy to service them for you.)
Last but certainly not least, while past returns cannot guarantee future performance, we have on average historically returned 20-46% annually for our high return account clients. You’re with an RIA that can actually deliver with a proven track record. And we’ll provide those returns for verification if you like. We don’t make claims we can’t back up. (This is not a performance guarantee. Past results cannot guarantee future performance. All investing is subject to risk, including risk of loss, including principal. But you’re a smart cookie. You know that. Blame Uncle Sam!)
Contact us today to talk about opening an account!