Why Vestory?

Constantly Seeking Investment Truths

For the past 25 years, as financial journalists, Tom Cock and Don McDonald have reported on the investing industry.  During this time they came to a not-so-startling conclusion most of the advice given by Wall Street experts in self serving and usually not in the best interests of the average investor.

Avoiding Financial Dangers

There is too much bad advice being given to investors. Huge money is being made by convincing people that speculating is really investing. Commissions have created a conflict of interest between those giving advice and those who receive it. Trading makes money for Wall Street at the expense of Main Street. Lack of diversification has led to frightening losses. It seems like investors get “broker” while brokers, traders, and agents keep getting richer.

Understanding DIY Investing

Rather than being exposed to the hazards of Wall Street, many investors have taken matters into their own hands. They have chosen to try to manage their own investment portfolios, using no-load mutual funds or individual stocks and bonds. In a rising market, this strategy often paid off. It wasn’t until the market plummeted that these do-it-yourselfers discovered the limits of their knowledge and commitment.

Answering the Big Questions

Investors are beginning to realize that they needed individual assistance in creating the right portfolio for their future in a variety of areas. How do I create the proper mix of assets to account for my needs and tolerance for risk? How and when should my portfolio be changed or rebalanced? Which asset classes provide the biggest potential for gains with the lowest possible risk? How do I control my emotions to avoid buying high and selling low?

Creating a Better Way

Over the years, both Tom and Don have come to realize that many investors need someone who can answer these questions. Investors are looking for responsible guidance and access to the best investment vehicles to meet their needs. Tom and Don knew that investors needed help and that they wanted to help investors – one at a time – understand the investing process, build low cost diversified portfolios, and enjoy a brighter financial future.  For that reason, Vestory was born!

Using Best Practices and Providing Education

Vestory incorporates the best aspects of all the firms that Tom and Don have studied over the past few decades.  Vestory advisors  are experts at creating diversified mutual fund portfolios for our clients that are based on academic research.  They provide the highest quality client service.  Most importantly, Vestory is dedicated to providing a critical investing education to everyone – clients or not.

Let use help you make your future what you want it to be.  Vestory is ready to work with you to write your best possible future story.