Vertex Partners

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Vertex Partners — overview

About

Vertex Partners is a US-based wealth manager and registered investment adviser. It provides investment advisory services to its clients on a discretionary and non-discretionary basis. Its services include portfolio management, financial planning, pension consulting, wealth management, investment management, estate planning, tax planning, risk management, and retirement plan consulting services. It gives investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement and profit-sharing plans.

Vertex Partners - known decision makers (14)

Position	Location	Asset Class
Administrative Manager	Downers Grove, US	GEN
Client Service Team Leader	Downers Grove, US	GEN
Financial Advisor	Downers Grove, US	GEN
Financial Advisor	Downers Grove, US	GEN
Managing Partner	Downers Grove, US	GEN

Showing 5 of 14 known decision makers Vertex Partners

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