Vertex Planning Partners, LLC
Vertex Planning Partners, LLC is a Registered Investment Adviser headquartered in Downers Grove, Illinois. Founded in 2021, the firm provides customized wealth management, financial planning, investment management, consulting, and retirement plan services. Serving primarily individual investors—including both high net worth and non-high net worth clients—the firm has a team of approximately 14-20 professionals. Vertex offers ongoing investment monitoring and both discretionary and non-discretionary account management. Key leadership includes Managing Member Michael D. Bellis. Vertex emphasizes thoughtful planning to help clients achieve purposeful lives.
Investment Strategy
Vertex Planning Partners provides investment advisory services focused on personalized wealth management, investment management, financial planning, and retirement plan consulting. The firm manages investments on a continuous, ongoing basis and accepts both discretionary and non-discretionary authority, with the client able to choose the decision-making structure. Their approach centers on crafting tailored investment strategies to align with clients' unique needs, goals, objectives, and risk tolerances, regularly monitoring portfolios to ensure alignment with client expectations. The firm primarily serves individuals and places an emphasis on suitable, client-centered investment solutions.
Top Holdings
Equity Positions (188)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 12.88% | $61.7M | 848,519 | $59.08 | $72.69 | +$301.6K |
J JQUA | J P MORGAN EXCHANGE TRADED F | 8.04% | $38.5M | 641,311 | $45.06 | $60.05 | +$2.8M |
U USFR | WISDOMTREE TR | 6.36% | $30.5M | 605,651 | $50.28 | $50.31 | -$1.4M |
A AAPL | APPLE INC | 3.87% | $18.6M | 90,457 | $174.83 | $205.17 | -$1.4M |
S SPYG | SPDR SERIES TRUST | 3.13% | $15.0M | 157,049 | $65.53 | $95.32 | +$2.4M |