A complete list of active advisors currently associated with Veros Capital Management, Inc.
Warmer can help you find a great advisor at Veros Capital Management, Inc. or one who fits your needs even better.
Veros Capital Management is an independent investment adviser that intends to provide continuous portfolio management services to both individual and institutional clients and may serve as a sub‑advisor on accounts of other registered advisers; the brochure notes the firm is currently inactive. It describes its advisory business as centered on managed account strategies delivered through its proprietary product suites rather than standalone financial planning or brokerage services. The firm’s investment approach is quantitative and model‑driven, relying on proprietary automated eManager predictive-technology models to construct and optimize portfolios across a range of strategies (branded MaxFolios, VeroFolios, SelectFolios and HedgeFolios). These strategies include long‑only and long/short equity approaches, seek to minimize tracking error and downside volatility relative to benchmarks, and emphasize automated trading and dynamic sector rotation. Noteworthy distinctions relative to many small independent advisers include the availability of performance‑based fee arrangements for eligible or qualified clients and an expressed willingness to manage institutional mandates or serve institutional clients and sub‑advisor roles—features that are uncommon among solo independent firms. The brochure also highlights the firm’s affiliation with a predictive‑technology software parent and its prior operation of private investment funds (now closed), reflecting a technology‑centric and institutional orientation despite the firm’s small size and current inactive status.
To learn more about the advisors currently working at Veros Capital 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.
Name |
Location |
Years of experience |
|---|---|---|
Santa Ana, CA
| 18
|
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