A complete list of active advisors currently associated with Veridos Capital LLC

Warmer can help you find a great advisor at Veridos Capital LLC or one who fits your needs even better.

Veridos Capital LLC provides discretionary portfolio management for individual clients, including high-net-worth investors, and serves as general partner and investment manager for two private partnership funds (Veridos Income Stability Fund LP and Anchor Point Bond Fund LP). The firm also offers comprehensive financial planning and retirement-plan advisory services, including ERISA 3(21) consulting and 3(38) asset management, and may manage separate accounts. Investment decisions are research-driven, combining company- and industry-level fundamental analysis with technical inputs and a proprietary trading system used to acquire undervalued stocks, bonds and ETFs and to sell or short positions viewed as overpriced. Veridos manages pooled investment vehicles on a discretionary basis and employs allocation and risk-management techniques intended to limit volatility while using compensation arrangements for the funds that include performance-based allocations. Distinctive features for a firm of this scale include its role as a private fund adviser and active management of pooled vehicles alongside individual client work, and its offering of both ERISA 3(38) fiduciary services and cash-balance plan support. The firm’s operations are tied to affiliated business activities — including a comprehensive financial-planning affiliate, an on‑staff CPA overseeing tax planning, and licensed insurance personnel — a structure the brochure notes can create potential conflicts of interest that are disclosed to clients.

To learn more about the advisors currently working at Veridos Capital LLC, 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.