We simplify the investment process.

Vail Capital Management serves as CFO for our clients and provides a family office experience with bespoke strategies and solutions to address their complex wealth management concerns.

Client Experience

We seek to provide institutional-caliber service and sound financial guidance exclusively to senior executives, wealthy families and affluent individuals.

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Investments

We apply a global macro approach to investing, taking an opportunistic, “go anywhere” view toward multi-asset allocation.

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Contact Us

If you would like to learn more about how we can serve as your personal CFO in a family office setting, reach out to us.

Connect With Vail Capital
Spending 15 years on Wall Street in a highly dynamic environment provided exposure to a wide spectrum of the capital markets. The experience has provided the foundation for the institutional-caliber level of service we strive to offer clients today. Chris V. M. Graham, Managing Director & Chief Investment Officer