Institutional-Grade Management
One strategy. One process. Applied with equal rigor to every account — from family offices managing multi-generational wealth to individual investors seeking systematic growth.
V-Rank Alpha Portfolio
Our flagship offering is the V-Rank Alpha model portfolio — a concentrated, algorithmically-driven equity strategy designed for investors seeking aggressive growth with institutional-quality execution. Every position is selected by algorithm, every rebalance is systematic, and every result is fully documented.
Proprietary Algorithms
Two proprietary algorithms independently rank every S&P 500 and S&P 400 constituent by momentum, quality, and growth factors. Only the highest-ranked securities enter the portfolio.
Monthly Rebalancing
The portfolio is systematically rebalanced each month, replacing underperformers with newly top-ranked securities. No emotional overrides — the same rules apply in every market environment.
Independent Custody
All client assets are held at Interactive Brokers. Vetta never takes custody of funds. Your capital remains independently safeguarded with full visibility into every position and transaction.
Block Execution
Trades are executed in blocks across all client accounts simultaneously, minimizing transaction costs and ensuring consistent pricing for every client regardless of account size.
Transparent Reporting
Complete performance reports with full historical track record are always available — daily, monthly, quarterly, and annual. No smoothed returns, no black boxes.
$500K Minimum
Designed for serious investors committed to long-term systematic growth. The minimum ensures meaningful position sizing and full participation in the V-Rank Alpha strategy.
Everything Included
Every client receives the same comprehensive service package — no add-ons, no upsells.
Portfolio Management
- Full V-Rank Alpha model portfolio implementation
- Monthly systematic rebalancing
- Block trade execution across all accounts
- Dividend reinvestment and corporate action handling
Reporting & Transparency
- Daily account statements via Interactive Brokers
- Monthly performance reports with benchmark comparison
- Quarterly portfolio review letters
- Full 20+ year historical track record on request
Client Service
- Dedicated advisor relationship
- Annual portfolio review meeting
- Responsive email and phone support
- Onboarding assistance and account setup guidance
Compliance & Oversight
- SEC-registered investment adviser oversight
- Independent custody at Interactive Brokers
- Annual ADV Part 2 disclosure delivery
- Full performance disclosure per GIPS guidelines
Aligned Incentives
Our tiered fee structure rewards larger portfolios with lower management fees. All fees are assessed quarterly in arrears on the average daily balance.
Standard
$500K – $1M
1.50%
annual management fee
- V-Rank Alpha Portfolio
- Monthly systematic rebalancing
- Daily/monthly/quarterly/annual reporting
- Annual review meeting
- Email & phone support
Premium
$1M – $5M
1.25%
annual management fee
- V-Rank Alpha Portfolio
- Monthly systematic rebalancing
- Daily/monthly/quarterly/annual reporting
- Annual review meeting
- Direct advisor access
- Priority support
Institutional
$5M+
1.00%
annual management fee
- V-Rank Alpha Portfolio
- Monthly systematic rebalancing
- Daily/monthly/quarterly/annual reporting
- Quarterly review meetings
- Priority advisor access
- Custom reporting available
All fees are negotiable for larger portfolios. Performance fees may apply in certain arrangements. Please contact us for a personalized fee schedule.
Built for Institutions and Individuals
The V-Rank Alpha strategy is available to a broad range of qualified investors. Whether you are a family office, registered investment advisor, endowment, or high-net-worth individual, the same systematic, algorithm-driven process applies to every account.
Simple Onboarding Process
From initial consultation to first trade, most clients are fully onboarded within two to three weeks.
Initial Consultation
Schedule a call to discuss your investment goals, time horizon, and suitability for the V-Rank Alpha strategy.
Account Setup
Open a separately managed account at Interactive Brokers. Vetta assists with the paperwork and account configuration.
Agreement & Funding
Execute the investment advisory agreement and fund your account. Minimum $500,000 to begin.
Strategy Implementation
Your account is invested in the current V-Rank Alpha portfolio at the next monthly rebalance date.
Ready to Begin?
Schedule a consultation to discuss how V-Rank Alpha can work for your portfolio. Our team will walk you through the strategy, the onboarding process, and answer any questions.