A complete list of active advisors currently associated with Verducci Asset Management, Inc.

Warmer can help you find a great advisor at Verducci Asset Management, Inc. or one who fits your needs even better.

Verducci Asset Management offers wealth management, investment management, financial planning, and retirement-plan advisory services to individuals and families, as well as to first responders, healthcare and medical professionals, small business owners, and employer-sponsored retirement plans. Services include discretionary portfolio management, standalone financial planning, and plan-level consulting intended to assist plan sponsors and participants. The firm constructs customized, long-term oriented portfolios grounded in fundamental analysis, typically using low-cost mutual funds and ETFs while occasionally incorporating individual stocks and bonds to address client needs. Portfolios are monitored on a continuous basis with rebalancing and targeted reallocations as needed, and the firm charges asset-based advisory fees consistent with common independent-advisor practices. Distinctive aspects of the firm include maintaining over 200 client relationships—an unusually high client count for a small independent advisory firm—and a substantive retirement-plan consulting practice that provides ERISA-focused services such as investment oversight (3(21)), IPS design, vendor analysis, participant education, and ERISA 404(c) assistance. The firm also operates through an institutional custody platform that provides trading desk support, block trading capability and platform software to support portfolio administration and client reporting.

To learn more about the advisors currently working at Verducci Asset Management, Inc., 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.