Oviedo, FL Office

Verisail Partners provides comprehensive financial planning and investment management to individuals, families, businesses, and retirement plans. Client engagements typically begin with an initial financial planning process and proceed to ongoing investment management and implementation services, with Held-Away Asset Management available for accounts maintained at other custodians.

The firm follows a top-down, asset-allocation-centered investment process and documents client objectives in an Investment Policy Statement; it explicitly employs a factor-based approach, citing the Fama–French three-factor model, and implements allocations using individual securities, mutual funds, and ETFs. Most accounts are managed on a discretionary basis, portfolios and models are reviewed by an investment committee quarterly, and clients have access to online reporting through Blueleaf.

Distinctive features in the brochure include an affiliated advisory resource: an investment adviser representative who is a licensed certified public accountant and who performs limited accounting and tax services outside the firm. Verisail also describes a formal HAAM process that can include client-authorized login access to held-away retirement accounts, together with documented compliance controls (a written code of ethics, fiduciary acknowledgments, and absence of performance-fee arrangements).