Versant Capital Management, Inc.

Versant Capital Management, Inc. is an independent multi-family office and registered investment advisory firm based in Phoenix, Arizona. Founded in 2004, the firm has grown significantly and was recognized as one of Arizona's Most Admired Companies for 2024. It is led by co-CEOs Elizabeth Shabaker and Royce Ramey, who took over in 2023. Versant has been BBB Accredited since 2015, reflecting its commitment to quality service. The firm offers a comprehensive suite of services, including financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and consulting. Versant Capital Management manages approximately $871.19 million in assets across 1,359 client accounts. The firm's investment approach is diversified across various asset classes, including fixed income, hedge funds, private equity, real estate, and venture capital. Versant Capital Management serves a diverse clientele, including individuals, high net worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. The firm's commitment to independence and long-term succession planning ensures that it remains steadfast in its mission to act in the best interests of its clients. Versant Capital Management coordinates and advises on all activities related to clients' finances, providing structure and simplicity in their lives. The firm's advisors are committed to implementing and executing successful wealth management plans, ensuring ongoing execution year in and year out. Versant Capital Management's approach is objective, long-term, and based on empirical research, avoiding the pursuit of short-term investment trends. The firm's advisors invest in the same investments they recommend to clients, aligning their interests with those of their clients. Versant Capital Management conducts business with an unblemished legal and regulatory history, reflecting its commitment to integrity and compliance.