Vertex Investment Management Inc is an adviser based in Boston. It manages $1 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.
Vertex Investment Management provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Vertex Investment Management Inc is $1 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -98% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Vertex Investment Management Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Arnold Dwayne Scott has been acting as President since 1 Feb 1998. Robert Joseph Whelan joined the executive team most recently as the Treasurer.
The principal office where Vertex Investment Management Inc performs its advisory services is located at 500 Boylston Street, Boston, MA 02116, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 617-954-5835 or by fax 617-954-7514. The normal business hours are 9 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.mfs.com.