SEC CRD #801-126022
Virtera Partners 0 Skip to Content Form CRS Open Menu Close Menu Form CRS Open Menu Close Menu Virtera Partners INSTITUTIONAL EXPERTISE, BOUTIQUE ATTENTION About Learn More Philosophy Learn More Meet the Team Meet Us 30100 Chagrin Boulevard, Suite 380 Pepper Pike, OH 44124 216-859-8800 CONTACT US About Virtera Partners 0 Skip to Content Form CRS Open Menu Close Menu Form CRS Open Menu Close Menu About Us WE PROVIDE CUSTOMIZED, INDEPENDENT INVESTMENT ADVICE AS WE STRIVE TO HELP OUR CLIENTS PRESERVE AND GROW THEIR WEALTH. WE SERVE AS A “FAMILY-OFFICE” TO A SELECT GROUP OF PROMINENT FAMILIES. We offer customized portfolio solutions that are fully tailored to your situation. Portfolio construction and investment recommendations are made based on their own merit and are unique to the needs of each client. We provide access to our proven network of investment managers in both traditional and alternative asset classes. We specialize in finding hard-to-access alternative investments across asset classes. We offer portfolio performance and exposure reporting well-suited to complex family structures and portfolios. We serve as a liaison between accounting, tax and estate planning providers. WE ALSO OFFER A SUITE OF POOLED INVESTMENT VEHICLES FOR FAMILIES AND INSTITUTIONS WISHING TO GAIN ACCESS TO ALTERNATIVE INVESTMENTS ACROSS A RANGE OF ASSET CLASSES. Meet the team 30100 Chagrin Boulevard , Suite 380, Pepper Pike, OH 44124 216-859-8800 CONTACT US
/S/ TODD PENCE
CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER
📞 (216) 859-8800
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AUM
$452M
Location
PEPPER PIKE, OH
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