The art and science of
investment management

Passionately pursuing our clients’
investment objectives for over 35 years

A Purpose Built Firm

By mission and in practice, we are committed to our clients first.

Team

Vantage brings together a well-rounded team, uniting seasoned investment professionals with accomplished researchers and academics. Each team member offers specialized domain expertise, contributing collectively to our shared mission of client success.

Philosophy

Effective investment strategies prioritize risk management. By carefully blending theory with practice, we reconcile advanced quantitative methods, qualitative judgment, and innovative thinking. Our approach aims to deliver superior risk-adjusted results for our clients.

Solutions

We collaborate closely with our clients to gain a deep understanding of their unique requirements. Together, we craft, refine, and put into action resilient, tailor-made investment strategies that are thoughtfully aligned with their objectives.

The Vantage Difference

We are committed to providing our clients with investment advisory services that go beyond the consensus opinion. In efficient markets, the prevailing view of market participants is already factored into the price.  Improved risk-adjusted returns and the potential for meaningful alpha generation are more available in portfolios that embrace diverse strategies and points of view. 

The consensus view is the starting point of our process. What sets us apart is our commitment to researching and integrating innovative approaches and alternative strategies into a well-rounded portfolio. We are dedicated to a rigorous, quantitative approach firmly rooted in Modern Portfolio Theory, Behavioral Finance, and Economics. Our determination to offer our clients solutions that transcend the conventional consensus view of the capital markets to provide a uniquely crafted approach is the Vantage difference.

Disclaimer

This material is for informational and illustrative purposes only, and does not constitute research. No information contained herein constitutes investment advice or an offer to sell or buy a security. Except for personal printing or excerpting, no text or graphics may be reproduced or retransmitted in any manner without the prior written permission of Vantage Consulting Group. Vantage Consulting Group does not represent, warrant, or guarantee that this information is suitable for any investment purpose and it should not be used as a basis for investment decisions. Past performance does not guarantee or indicate future results. 

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Vantage Consulting

3500 Pacific Ave
Virginia Beach, VA 23451

Phone: (757) 491-1200
Fax: (757) 422-5378

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