Vailshire Capital Management

Vailshire Capital Management utilizes a full-cycle, macroeconomic approach in providing innovative portfolio management and risk-reduction strategies to individuals, joint accounts, families, family offices, endowments, and funds of funds. The firm seeks to maximize its clients' portfolios while reducing risk, with a long-biased focus on absolute returns in the healthcare and technology sectors.

Through Interactive Brokers, Vailshire manages the following account types:

  • Individual and joint brokerage accounts
  • Trust brokerage accounts
  • Traditional IRAs
  • Rollover IRAs
  • Roth IRAs