WELCOME TO VANQUOUR

Investing is an art.

Grow your wealth & legacy with bespoke strategies and opportunities that align with your values and desire for impact.

Bespoke services & strategies

We built VANQUOUR to deliver something remarkably personal: an investment portfolio aligned with your specific goals to grow your wealth and impact.

We make things happen for you

We're on a mission to shake up the traditional Wall Street culture by offering a high-touch client experience that is intentional, diverse, and reliable.

We listen to you

We take the time to understand your financial goals and desire for impact to tailor investments into diversified, bespoke strategies. With VANQUOUR, you will always find a personalized approach to investing.

Family office mindset

We built VANQUOUR with the understanding and approach of a family office. We value the education and financial discipline of the next generation and curate strategies congruent with your family’s philanthropic and financial goals that will grow and adapt with your family.

Flexibility

We are fluid and tactical, leveraging investment opportunities that enhance diversification and reduce risk to produce the best potential market returns.

Specialized teams

Our investment advisors focus on the unique attributes of each asset class to be thoughtfully innovative and future-focused to help power your wealth, creating impact and legacy.

Bespoke investment strategies

We're a new company that's been decades in the making. When you work with us, you work with experienced advisors who ensure every dollar you invest has a the potential for impact across multiple asset classes.

Royal Bank of Canada

We custody with Royal Bank of Canada providing institutional stability and open architecture for our clients.

Securities-based lines of credit

VANQUOUR clients can qualify for securities-based lines of credit, providing you with additional financial flexibility.

Open architecture

We deploy in-house and third-party expert investment vehicles to provide you with tailored opportunities designed specifically for your financial plan and goals.

Firmly focused on future impact

We’re obsessed with assembling leading-edge investment opportunities that create a ripple effect of positive impact in the world.

The Knowledge Series

At VANQUOUR we are committed to educating our network and clients through our curated Knowledge Series, bringing together the brightest minds in business and thought leadership to provide insight to new investment perspectives.

Invest with Intention

Your portfolio’s strategic asset allocation is the “North Star” for your return expectations and risk tolerance. We believe a well-diversified portfolio built for the long-term starts with three key building blocks:

We invest for growth

We invest your money in equities that meet our criteria for risk, growth and potential returns.

We invest for stability

Cash and high-quality bonds providing income and stability during times of market volatility.

We invest for impact

Alternative investments for diversified financial opportunities and social impact.

Let's talk

Connect with the VANQUOUR team to help you reach your financial and impact goals.

Join our team

VANQUOUR is growing and we are searching for innovative, mission-oriented invest advisors to join our team. If you like autonomy and impact, you will love working with us.

The information provided should not be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities and should not be considered specific legal, investment or tax advice.

Investing entails risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time.

The information provided does not take into account the specific objectives, financial situation or particular needs of any specific person. Diversification does not ensure a profit or protect against a loss in a declining market.

Diversification does not ensure a profit or protect against a loss in a declining market. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income.
‍Risks To Consider:

Market Risk: The market values of the portfolio’s holdings will fluctuate based on economic and market conditions. ‍

Municipal Market Risk: Debt securities issued by state or local governments may be subject to special political, legal, economic and market factors that can have a significant effect on the portfolio’s yield or value. ‍

Interest Rate Risk: As interest rates rise, bond prices fall and vice versa, long-term securities tend to rise and fall more than short-term securities. ‍

Credit Risk: A bond’s credit rating reflects the issuer’s ability to make timely payments of interest or principal - the lower the rating, the higher the risk of default. If the issuer’s financial strength deteriorates, the issuer’s rating may be lowered and the bond’s value may decline. ‍

Inflation Risk: Prices for goods and services tend to rise over time, which may erode the purchasing power of any income generated from these investments. ‍

Derivatives Risk: Investing in derivative instruments such as options, futures, forwards or swaps can be riskier than traditional investments, and may be more volatile, especially in a down market. ‍

Liquidity Risk: The difficulty of purchasing or selling a security at an advantageous time or price. ‍

Local Economy Risk: This portfolio may contain municipal securities issued by the Commonwealth of Puerto Rico as well as other local governments whose current economic conditions could exacerbate the risks associated with investing in these securities. ‍

Sub-Advisor Risk. The success of an account’s investment through sub-advisors is subject to a variety of risks, including those related to the quality of the management of the sub-advisor and the ability of such management to develop and maintain a successful business enterprise, and the ability of the sub-advisor to successfully execute, operate, and manage the intended strategy at or below the target tracking error.

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