A complete list of active advisors currently associated with Veltria Advisors Corp.

Warmer can help you find a great advisor at Veltria Advisors Corp. or one who fits your needs even better.

Veltria provides ongoing portfolio management, financial planning, and consulting services to high-net-worth and other individual clients. It manages approximately $113,156,643 in discretionary assets for a small client roster (17 clients) supported by a two-advisor team. The firm documents each client’s goals, risk tolerance, and time horizon in an Investment Policy Statement and typically operates with discretionary trading authority, applying fundamental analysis and modern portfolio theory to asset allocation and security selection. Veltria predominantly recommends mutual funds and ETFs but may also utilize a broad set of instruments — including non-U.S. securities, hedge funds, private equity, real estate funds, options, and margin — and discloses the specific risks associated with those strategies. Veltria is organized under Inteligo Group, Corp. and is affiliated with Inteligo Bank Ltd., which the brochure discloses will refer clients and may serve as a sub-adviser to shared clients, reflecting an uncommon banking affiliation for firms in this category. The brochure’s detailed discussion of non-U.S. securities and related risks underscores a cross-border investment exposure and client activity that is less typical among supported firms.

To learn more about the advisors currently working at Veltria Advisors Corp., 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.