Vestor Capital, LLC
Vestor Capital, LLC is a Chicago-based SEC-registered investment advisory and wealth management firm founded in 1984. It is a wholly-owned indirect subsidiary of Focus Financial Partners and serves primarily individuals and families, as well as corporate and institutional clients, seeking comprehensive asset management and financial planning. The firm has around 25-27 employees and provides investment advice and responsive asset management to help clients grow, protect, and transfer their wealth. Vestor Capital offers deeply personalized service, and is managed by an experienced leadership team.
Investment Strategy
Vestor Capital employs a personalized investment management approach, seeking to grow, protect, and transfer client wealth through thoughtful strategies tailored to the individual goals of clients. The firm creates customized portfolios designed to meet unique financial objectives, with a focus on long-term growth and preservation of capital. Their advisory process emphasizes understanding each client's needs, risk tolerance, and time horizon, while providing responsive asset management and holistic wealth planning solutions.
Top Holdings
Equity Positions (263)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ABT | Abbott Laboratories | 5.65% | $75.5M | 151,696 | $123.14 | $136.01 | +$65.8M |
A ABBV | Abbvie Inc Com | 5.60% | $74.7M | 271,098 | $184.72 | $185.62 | +$71.8M |
A AMD | Advanced Micro Devices Inc | 4.61% | $61.6M | 280,722 | $142.00 | $141.90 | +$61.5M |
A AFRM | Affirm Holdings Inc | 4.53% | $60.5M | 643,085 | $69.14 | $69.14 | +$60.5M |
A AFL | Aflac Inc | 4.37% | $58.3M | 284,126 | $105.46 | $105.46 | +$58.3M |