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Investment Services

Investment Services

Vailshire Capital Management, LLC, is pleased to offer professional investment services for individuals, small businesses, non-profits, joint accounts, family offices, endowments, and institutions. Vailshire seeks to maximize its clients’ profits while reducing risk–with a focus on the healthcare and technology sectors–and compounding returns over a long-term investment horizon.

Both the flagship fund (Vailshire Partners, LP) and separately managed accounts (SMAs) seek to produce satisfactory long-term investment returns by acquiring a diversified core of under-appreciated assets across multiple asset classes.  Vailshire will focus primarily within the healthcare and technology spaces, but may also invest in a wide range of secondary holdings, including (but not limited to): other U.S. and international equities, bonds, ETFs, other funds, options, REITs, precious metal equities, and MLPs.

Vailshire utilizes Interactive Brokers (IB) for its low-cost investment services. Through IB, the following account types may be managed:

  • Regular brokerage accounts
  • Traditional IRA
  • Roth IRA
  • Rollover IRA

Annual Management Fee: 1% of assets under management (AUM)

Initial Investment: $100,000 (minimum deposit) for SMAs and $1 million for Vailshire Partners, LP.

Clients need not be Accredited Investors to utilize Vailshire’s professional account management services.  For more information about Vailshire’s premier, low-fee fund: Vailshire Partners, LP, please click here.