INVESTMENT MANAGEMENT

Vestus Group offers a unique approach to investment management. We are a fee-based independent advisory firm. That means we are not financially obligated to any one investment or proprietary products. Our advisors can offer clients completely objective advice.  We are investment fiduciaries which means we work with our clients’ keeping their best interests in mind, ensure they receive the analysis and recommendations that are best for them and their own personal set of circumstances.

CONCENTRATED STOCK

We strive to maximize the value of an investor’s concentrated stock position using a multi-disciplinary approach. Depending on the investor’s unique goals and circumstances with the concentrated position, we customize a management plan that may include divestment and diversification, risk reduction through hedging, income production by the sale of options, and reduction of tax-exposure with estate planning and tax enhancement strategies.

BUSINESS OWNERS

If you are like most business owners, you love being your own boss and have an infinity for your profession. As a business owner, one of the biggest challenges you face is making sure that you are operating in the most tax-efficient and profitable way. We strive to work with other entrepreneurs to maximize the bottom lines for themselves and their employees. We can implement several different strategies that can make a significant difference in everyone’s success.

READY TO RETIRE RIGHT?

We're ready to help.

(831) 656-1771 (ph)

(831) 656-1775 (fax)

26364 Carmel Rancho Lane, Suite 200

Carmel-By-The-Sea, CA 93923

Certain appropriately licensed individuals of Vestus Group are registered to offer securities and investment advisory services through Forta Financial Group, Inc. ("Forta"), member FINRA/SIPC. Vestus Group is affiliated with Forta. Forta does not provide tax or legal advice.  

This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Forta may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore a response to request information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Forta does not provide tax or legal advice. For additional information, please contact our compliance department at 303-694-1600.

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