Who We Are
Active management that actively delivers
We're a boutique asset management firm specializing in separately managed accounts (SMAs) that deliver truly personalized portfolios. Every client's risk profile and investment horizon are unique, so your portfolio should be too.
We meet with our clients regularly and provide the attentive, high-touch service reminiscent of a more traditional era—minus the wood paneling. You earned your wealth actively. Your asset manager should do the same.
Why Versalife?
Expert-Driven Insight
We employ PhDs, MDs, scientists, and domain specialists whose expertise helps uncover unconventional investment opportunities tailored to you.
Efficient Cost Structure
We deliver institutional-level performance at a straightforward 1% AUM fee. No hidden charges, transfer fees, or extra costs.
True Personalization
No pooled funds. No cookie-cutter allocations. Your SMA is a bespoke portfolio of individual securities—and occasionally options—built around your exact risk tolerance and time horizon, with ongoing input from you.
Comprehensive Account Management
We manage both high-return accounts and retirement portfolios (IRAs, Roth IRAs). Expect the same personalized attention and active management—just calibrated for long-term growth.
Streamlined Experience
Forget stacks of paperwork and opaque fee tables. Our single-page application and transparent fee structure make onboarding simple—typically completed in under a week.
Proven Performance
While past results never guarantee future outcomes, our high-return accounts have historically achieved 54–75% annualized returns. Documentation is available upon request.
(All investing involves risk, including potential loss of principal.)
