W.D.Vasquez & Co. was launched to serve the growing investment needs of an emerging global market and multicultural population. Its aim was not to do extraordinary things in investment management; rather, its purpose was to do ordinary things in an extraordinary way by consistently delivering high level personal attention, and dignity in which it is done.
Through resiliency and dedication to serving as a fiduciary and responsible steward of client assets, the success of the firm - since its opening one week before the 2008 financial crisis - is attributable to a disciplined investment temperament, a rigorous research program rooted in the highest academic standards, and a flexibility in seizing market investment opportunities as they arise.
W.D.Vasquez & Co. is a discretionary investment adviser that maintains its primary brokerage and custodial relationship with TradePMR, Inc., and clears its securities transactions with First Clearing, LLC, a wholly owned limited liability company of Wells Fargo Advisors, LLC. ©2014 Wells Fargo & Co. Member FINRA & SIPC. All rights reserved. Additional insurance coverage is offered through Lloyds of London. Wells Fargo Advisors, LLC is a division of Wells Fargo & Co.
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