Our Approach
At Vader Asset Management we know that every client is unique. Therefore, there is no boilerplate solution for every client. We start by assessing our client’s current financial condition, age, risk tolerance and financial goals. We then create a custom asset allocation based on the principles of Modern Portfolio Theory. Additionally, we offer our client’s a minimum of four face-to-face meetings per year where the allocation is reviewed and re-balanced if necessary. These meetings are great opportunities for us to be updated on any changes that have occurred in the client’s life that might affect our strategy. We also make ourselves available for meetings with CPAs and estate attorneys. If a client doesn’t have an existing relationship with a CPA or an estate attorney and requires one, we can provide referrals. Our goal is to be a productive member of your financial team.