Systematic Growth Investing for Individuals
Vetta's V-Rank Alpha strategy has delivered 15%+ annualized returns since 2005 — algorithm-driven, emotion-free equity investing in a separately managed account built specifically for serious individual investors.
Two Decades of Excellence
Years of Performance Data
Feb 2005 – present
Annualized Return
V-Rank Alpha, net of fees
Minimum Account Size
Separately managed account
Monthly Rebalance
Disciplined, rules-based process
Built for Serious Individual Investors
Accredited Investors
Individuals with $1M+ in investable assets or $200K+ annual income seeking systematic equity growth beyond passive index funds. Vetta's V-Rank Alpha strategy provides active, algorithm-driven returns with a 20+ year verified track record.
- $500,000 minimum account size
- Directly owned securities — no fund structure
- Monthly rebalancing with full transparency
- No lock-up periods or redemption gates
Growth-Focused Investors
Investors with a 5–10+ year horizon seeking to outperform the S&P 500 through a disciplined, systematic process. The V-Rank Alpha portfolio has delivered 15%+ annualized returns since 2005 — compounding aggressively over time.
- 15%+ annualized return since Feb 2005
- Concentrated 20–40 position portfolio
- S&P 500 and S&P 400 universe
- Algorithm-driven, emotion-free selection
Pre-Retirement Wealth Builders
Professionals in their 40s and 50s with significant investable assets who need their portfolio to work harder in the final compounding years before retirement. Systematic growth investing maximizes the power of compounding over a defined horizon.
- Aggressive growth focus for compounding
- Separately managed — not a mutual fund
- Full position-level transparency
- Quarterly performance reporting
Sophisticated Self-Directed Investors
Experienced investors who understand equity markets and want a rules-based, algorithmic approach to complement or replace discretionary stock picking. Vetta's systematic process removes emotional bias and applies consistent selection criteria every month.
- Two proprietary selection algorithms
- Monthly rebalancing discipline
- No discretionary overrides
- Full strategy documentation available
The Individual Investor Advantage
20+ Years of Verified Returns
The V-Rank Alpha portfolio has delivered 15%+ annualized returns since February 2005 — a complete market cycle record spanning 2008, COVID-19, and multiple bull and bear markets. Not a backtest. Real performance.
Algorithm-Driven, Not Gut-Driven
Two proprietary algorithms select 20–40 concentrated positions from S&P 500 and S&P 400 constituents every month. No emotional bias, no market timing, no discretionary overrides — just a repeatable, rules-based process.
You Own Every Security Directly
Your account is a separately managed account — you hold every stock directly in your own brokerage account. No commingled fund, no counterparty risk, no hidden fees. Full transparency into every position at all times.
No Lock-Ups, Full Liquidity
Unlike hedge funds or private equity, your Vetta account has no lock-up periods, no redemption gates, and no minimum holding requirements. Your capital is always accessible.
Monthly Rebalancing Discipline
The portfolio is rebalanced monthly to the current V-Rank Alpha model — capturing new opportunities and exiting positions that no longer qualify. Consistent, systematic discipline applied every 30 days.
Dedicated Account Management
Every individual client receives dedicated account management, direct access to the investment team, and personalized onboarding. You're not a number in a fund — you're a direct client with a named relationship manager.
From Inquiry to Invested in Four Steps
Initial Consultation
Schedule a call with our team to discuss your investment objectives, time horizon, and portfolio size. We'll walk you through the V-Rank Alpha strategy and answer any questions.
Account Setup
We work with you to establish your separately managed account at a qualified custodian. The process typically takes 5–10 business days and requires no prior brokerage relationship.
Portfolio Alignment
Upon funding, your account is aligned to the current V-Rank Alpha model portfolio at the next monthly rebalance. You receive full documentation of every position and the rationale for each.
Ongoing Management
Your portfolio is rebalanced monthly, with performance reports delivered quarterly. You have direct access to your account manager and can request a review at any time.
Your Portfolio, Your Securities
Every Vetta individual account is a separately managed account — you own every stock directly in your own name, with no commingled fund structure, no lock-up periods, and full daily liquidity. The minimum account size is $500,000.
Vetta accepts individual investors who meet the following criteria. If you qualify, schedule a consultation to begin the application process.
Ready to Put Your Portfolio to Work?
Schedule a consultation with our team to review the V-Rank Alpha strategy, discuss your investment objectives, and begin the account opening process.
Past performance does not guarantee future results. All investments involve risk, including the possible loss of principal. $500,000 minimum. Accredited investors only.