Vertex Capital

Vertex Capital Management is a private investment boutique established in 2009 to provide comprehensive solutions for building wealth management portfolios. Much like an architect constructs a blueprint for how to build a house before deciding what materials to use, Vertex implements a plan for how to invest before deciding in what to invest. Our primary investment objective is to avoid drawdowns.

Private wealth and asset management is evolving into a sophisticated advisory business. An environment in which the expected returns from traditional assets have fallen requires a higher dependence on enhanced asset class returns and greater allocations to active strategies.

Traditional buy-and-hold methods are potentially disastrous.

A complete rethink about the way investment portfolios are managed is required. Avoiding devastating drawdowns must be the priority of portfolio construction.