Getting Started

To get started, just contact us and we will arrange a personal meeting to review your goals and objectives, and to answer any questions you might have.  The sign up process will include the following steps:

  1. Completing our Investment Advisory Agreement
  2. Opening an account with our independent custodian, Interactive Brokers.
  3. Funding your account.

Our custodian, Interactive Brokers, is not affiliated with Vetta Investments. They are an independent broker, utilized by Vetta Investments to provide custody of your funds and efficient trade clearing services for your account. You control all funding activity directly through your account management interface on the Interactive Brokers web site. Vetta Investments directs and executes the investment of your funds consistent with our Advisory Agreement