Precision-Engineered Growth
Vetta Investments is a registered investment adviser specializing in systematic, aggressive growth investing through proprietary algorithmic technology. For over two decades, we have applied the same disciplined, rules-based process to every investment decision — removing emotion, enforcing consistency, and delivering results.
Years in Operation
Est. February 2005
Total Return
V-Rank Alpha since inception
Annualized ROI
Compounded annual growth
Minimum Account
Separately managed account
Founded on Conviction
The story of Vetta is the story of a single, enduring thesis — that systematic, algorithmic approaches to equity selection can consistently outperform traditional investment methods.
Vetta Investments was founded in 2005 with a singular conviction: that disciplined, algorithmic approaches to equity selection can consistently outperform traditional investment methods. Since our inception, we have remained focused on this mission — refining our technology, expanding our client base, and building a verifiable track record that speaks for itself.
Our V-Rank Alpha model portfolio represents the culmination of years of quantitative research. By systematically analyzing S&P 500 and S&P 400 constituents through two proprietary algorithms, we identify 20–40 positions that offer the highest probability of aggressive growth — then rebalance monthly to ensure the portfolio always reflects the current best opportunities.
What sets Vetta apart is not just the performance record, but the process behind it. Every decision is rules-based, every position is sized systematically, and every rebalance is documented. There is no discretionary override, no emotional reaction to short-term noise, and no deviation from the algorithm's output.
Client assets are held at an independent custodian — Interactive Brokers — ensuring complete separation between advisory and custodial functions. Vetta does not take custody of client funds. This structural safeguard, combined with our registered investment adviser status, provides the institutional-grade oversight that serious investors require.
Over two decades, the V-Rank Alpha strategy has been tested across four distinct market cycles: the post-dot-com recovery, the 2008 financial crisis, the COVID-19 dislocation, and the subsequent rate-driven volatility of 2022–2023. In each case, the algorithm adapted, repositioned, and ultimately delivered returns that significantly exceeded the S&P 500 benchmark over the full period.
Today, Vetta serves both institutional clients — family offices, endowments, and foundations — and qualified individual investors seeking a systematic alternative to traditional wealth management. Our minimum account size of $500,000 ensures that every client relationship receives the attention and rigor it deserves.
Two Decades of Milestones
A track record built across four market cycles, two algorithm generations, and twenty years of continuous operation.
Firm Founded
Vetta Investments LLC established. V-Rank Alpha model portfolio launched in February with the first live client accounts.
Bear Market Test
The 2008–2009 financial crisis provided the first major stress test for the algorithm. The strategy navigated the downturn and recovered ahead of the broader market.
Algorithm Refinement
Second-generation V-Rank algorithm introduced, incorporating additional quantitative factors and improving the scoring methodology for security selection.
Institutional Expansion
Vetta began accepting institutional clients — family offices, endowments, and foundations — expanding beyond individual separately managed accounts.
COVID-19 Resilience
The pandemic-driven market dislocation of 2020 demonstrated the algorithm's ability to rapidly reposition the portfolio, capturing the recovery ahead of benchmark indices.
20 Years of Data
Vetta marks two decades of continuous, verifiable performance data — a track record spanning four distinct market cycles and multiple economic regimes.
Meet Our Founder
Vetta is led by its founder, who serves as sole portfolio manager and principal of the firm.
Jed DeFalco
Founder & Portfolio Manager
Vetta Investments LLC
Jed DeFalco is the founder and portfolio manager of Vetta Investments LLC, where he oversees the development and execution of the firm's proprietary V-Rank Alpha investment strategy. As the sole principal of the firm, Jed is directly responsible for every investment decision, every client relationship, and every aspect of the firm's operations.
With over two decades of experience in quantitative investing, Jed developed the V-Rank algorithm — a systematic approach to identifying high-growth opportunities within the S&P 500 and S&P 400 indices. Under his leadership, the V-Rank Alpha portfolio has delivered a cumulative return which has roughly doubled that of the S&P 500 index since inception in February 2005, across four distinct market cycles.
Prior to founding Vetta, Jed spent years researching quantitative equity strategies and developing algorithmic trading systems. His approach combines rigorous statistical analysis with disciplined portfolio management, focusing on systematic security selection rather than discretionary trading decisions. He holds the belief that technology-driven investment processes, when properly designed and rigorously tested, can provide a meaningful and durable edge over traditional stock-picking methods.
Jed is a registered investment adviser representative and maintains all required regulatory filings with the SEC. His Form ADV is available upon request and through the SEC's Investment Adviser Public Disclosure (IAPD) website.
What Drives Us
Six principles that guide every decision we make — from portfolio construction to client communication.
Systematic Excellence
We believe in removing emotional bias from investment decisions through rigorous algorithmic processes tested across multiple market cycles. The algorithm decides — not sentiment, not headlines, not gut instinct.
Client Protection
Client assets are held at Interactive Brokers, an independent qualified custodian. Vetta never takes custody of client funds. This structural separation is non-negotiable and fundamental to how we operate.
Radical Transparency
Complete monthly performance reporting with full holdings disclosure. Our track record is verifiable since February 2005 — every month, every position, every return. We have nothing to hide and everything to show.
Fiduciary Duty
As a registered investment adviser, we are held to a fiduciary standard and always act in our clients' best interest. This is not a marketing claim — it is a legal obligation we take seriously.
Aligned Interests
Our fee structure aligns our interests directly with client outcomes. We succeed when our clients succeed. There are no hidden fees, no soft-dollar arrangements, and no conflicts of interest.
Institutional Rigor
We maintain institutional-grade processes for risk management, compliance, and portfolio construction — the same standards demanded by endowments and family offices, applied to every client account regardless of size.
Key Facts
Founded
2005
Strategy
Systematic Growth
Custodian
Interactive Brokers
Rebalancing
Monthly
Registration
Registered RIA
Minimum
$500,000
Universe
S&P 500 / S&P 400
Positions
20–40 Holdings
Registration & Compliance
Vetta operates under the full oversight of the U.S. Securities and Exchange Commission as a registered investment adviser.
Regulatory Status
Vetta Investments LLC is a registered investment adviser. Registration does not imply a certain level of skill or training, but it does require ongoing compliance with SEC regulations, including annual Form ADV filings and regular examinations.
Our Form ADV is available upon request and through the SEC's Investment Adviser Public Disclosure (IAPD) website at adviserinfo.sec.gov.
Compliance Program
We maintain a comprehensive compliance program designed to ensure adherence to all applicable laws and regulations. Our program includes written policies and procedures, regular compliance reviews, and ongoing training.
We adhere to a strict Code of Ethics governing personal trading, conflicts of interest, and client confidentiality, as well as full Performance Disclosures available to all prospective and current clients.
Explore Our Philosophy
Understand the principles and methodology behind our systematic approach to growth investing — the quantitative framework, the security selection process, and why it works.
Past performance does not guarantee future results. All investments involve risk, including the possible loss of principal.