A complete list of active advisors currently associated with Veda Financial Investment Advisory
Warmer can help you find a great advisor at Veda Financial Investment Advisory or one who fits your needs even better.
Veda Financial is a California-registered investment adviser that provides discretionary, value-oriented portfolio management and general financial planning to individuals, trusts, corporations, retirement plans, and charitable organizations. The firm customizes separately managed portfolios, reported $17 million in discretionary assets under management as of May 6, 2022, and generally establishes new client relationships at a $500,000 minimum. The firm uses a bottom-up, fundamental value-investing process and favors active management, employing financial-statement analysis and valuation metrics to build equity-focused and balanced strategies tailored to clients’ time horizons and liquidity needs. Portfolios are monitored on an ongoing basis with formal reviews at least annually, and tax consequences are considered as part of portfolio management. A notable characteristic is that the principal holds a life insurance license and offers life insurance and annuity services when appropriate, though the brochure indicates the license is not currently active and any commission arrangements would be disclosed as a potential conflict. As a single-advisor practice led by a manager with advanced academic credentials, Veda does not take custody of client assets, does not vote client securities, and does not receive soft-dollar research or third-party execution benefits.
To learn more about the advisors currently working at Veda Financial Investment Advisory, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Veda Financial Investment Advisory's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Newport Beach, CA
| 12
| |
Los Angeles, CA
| 10
|
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