Portfolio strategies
Long-term investing across public and private markets.
Versant Capital Management
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About Versant Capital Management
Investment portfolio strategies and wealth management are core offerings of this multi-family office. It serves multigenerational families, women experiencing life transitions, executives, entrepreneurs, and business owners with personalized advice. Investment strategies take a long-term view across public and private markets, using a disciplined, opportunistic approach focused on expected returns and avoiding unnecessary risks. Broader services include tax and estate planning, liquidity and exit planning, trust services, philanthropic planning, family governance, and lifestyle concierge support. The firm coordinates clients' financial picture with internal experts and outside partners, and says it is held to a fiduciary standard. Founded in 2004, it serves clients across the country from offices including Phoenix, Arizona.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Wealth management
Personalized support for families and individuals.
Family office services
Planning and coordination across financial and lifestyle needs.
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