Vodia Capital offers a full suite of services for our institutional clients. Through our collective expertise, we provide comprehensive services for small and medium sized institutional clients by identifying unique and quality opportunities.
Through our sister RIA, Vodia Ventures, we manage venture money to invest in early stage technology-enabled solutions that address the expanding dysfunction of a consumption-based society. Vodia Ventures is available to private client as well as institutional investors.
Fixed Income Sub-Advising
At Vodia Capital we believe fixed income is the fundamental anchor of institutional portfolios. The resources required to effectively manage those portfolios that generate above market returns is a combination of time, technology and expertise; all of which are demanding and can distract from the primary objective. Our sub-advisory services allow our clients to focus on their core business: banks and credit unions can pursue greater lending opportunities, investment advisors can deepen their current relationships and work to expand their client list, and board members can find peace in knowing their foundation’s assets are being managed with the highest fiduciary standards.
To make the complex manageable, we have developed proprietary tools for identifying opportunistic fixed income pieces that might otherwise be overlooked due to their obscure nature. These tools, when paired with our in-house risk management solution, bring an elegant approach to deconstructing an expansive universe that is unlike any other marketplace.
Without knowing the right buyers and sellers, the process loses its effectiveness. The relationships we have cultivated with leading market participants have granted us access to greater depths of liquidity. As a result, we are able to find those overlooked buying opportunities while simultaneously connecting with specialists as opposed to generalists when looking to sell, allowing us to provide a distinct advantage to clients’ portfolios.
Trusts and Fiduciary Management Services
We serve as a partner to fiduciaries and trustees to deliver investment management and financial coordination. Our approach is to serve fiduciary partners by contributing to their client’s overall financial health, particularly with the challenges of multi-generational wealth planning. We understand the intricacies and nuances of your client’s financial lives; our partners appreciate and recognize the long-term value we provide to them and their families.
Private-Pooled Fund Selection
Vodia Capital has extensive relationships in the private pooled fund community (private equity, hedge and venture funds), both domestically and abroad,. Through our thorough due diligence process, we have identified a handful of managers to whom we direct our private clients’ assets. Each of these managers has historically outperformed the market with mitigated risk. Using relationships we’ve cultivated over decades gives us unique insight into these firms.
401(k) Plan Advisory Services
Vodia Capital offers seamless turnkey retirement solutions that are designed to deliver outstanding investment flexibility and ease of administration, all with the pricing transparency you need as a plan sponsor. Our program includes plan design support, record-keeping, plan administration, participant communication, and investment advisement. We are able to work with you to design a plan that supports you as a fiduciary while empowering your employees to take more control of their financial future.