Vailshire: Live well. Invest wisely.
Vailshire Capital Management, LLC, is a registered investment advisor
based in Colorado Springs, CO.
Established in 2013.
Established in 2013.
Vailshire Capital Management, LLC–a registered investment advisor based in Colorado Springs, CO–specializes in alternative asset management for high-net worth individuals, institutions, businesses and family offices via diverse, strategic, and often contrarian asset allocation.
The flagship fund, Vailshire Partners, LP, is a unique, physician-managed hedge fund focused on providing market-beating returns via a diverse portfolio of high-conviction investments across multiple asset classes. The fund’s founder and managing director, Dr. Jeffrey W. Ross, is an investment advisor representative, a board-certified Radiologist, and a fellowship-trained, award-winning Interventional Radiologist. Dr. Ross specializes in the healthcare and technology sectors, under-appreciated U.S. and international assets with substantial growth potential, and generating cash income with safe-options strategies during periods of increased market volatility.
Separately managed accounts (SMAs) are professionally managed in similar fashion to the hedge fund, but with a personalized approach that considers the desires and financial needs of each Vailshire client.
If you are concerned with saving for retirement, not outliving your money, strategic tax-reduction, diverse asset allocation, or would simply like a second opinion regarding your current investments and financial health–a Vailshire representative would love to meet with you! Initial financial planning consultations are always free and focused on you and your financial health. Simply click the “GET STARTED!” link on the right and we will contact you immediately.
Vailshire Capital Management, LLC, specializes in alternative asset management, custom-tailored investment solutions, and portfolio management for individuals, families, accredited investors, and high net-worth individuals. If there are any questions regarding your specific situation, simply click “Get Started” on the right and we would be happy to assist you.
Our flagship hedge fund: Vailshire Partners, LP is suitable for qualified clients who are interested in diverse, long-term, smartly hedged investment returns that are not tied to typical stock indexes. If you have an interest in alternative investments and balanced risk tolerance, coupled with highly personalized customer service and low fees, then please inquire directly to Dr. Jeff Ross (firstname.lastname@example.org) for additional information.
Through Interactive Brokers, Vailshire offers complete construction and management of IRA, Roth IRA, Rollover IRA and standard Brokerage portfolios. Investments range from conservative to aggressive, based on your personal investment preferences and financial needs. With a $100,000 minimum deposit, Vailshire can help you meet and exceed your long-term investment goals. (Annual SMA management fee is 1%.)
Do you still have a 401(k) or 403(b) with your old employer? Many people do and simply don’t know what to do with it! If your money is languishing in an old retirement plan with high fees, why not put that money to work for you today in a lower fee, high performance plan? A Vailshire representative will be happy to sit down with you, discuss your investment goals, and build a Rollover IRA portfolio that suits your asset diversification and risk tolerance needs.
Vailshire Capital Management, LLC is a Registered Investment Advisor with the State of Colorado Division of Securities. Our agents are registered as Investment Advisor Representatives with the North American Securities Administration.