A complete list of active advisors currently associated with Verticus Advisors Inc.
Warmer can help you find a great advisor at Verticus Advisors Inc. or one who fits your needs even better.
Verticus Advisors Inc. serves individual and high‑net‑worth clients with a combination of ongoing portfolio management, financial planning, and accounting services, including tax preparation, tax planning, and consulting. The firm provides discretionary investment management and also offers its accounting services to non‑portfolio clients. The firm documents client objectives in an Investment Policy Statement and applies fundamental analysis and modern portfolio theory with a long‑term trading approach, conducting quarterly reviews and delivering custodian reports on a quarterly basis. Financial planning is provided as a completed plan with the option for follow‑up work, and the firm requires clients to use a specified custodian platform for account custody and trade execution. What is noteworthy about the firm is the integration of accounting and tax services with its investment advisory practice—tax preparation and planning are explicitly offered as part of its service suite and to non‑advisory clients. The firm is also small in scale (one adviser, six clients, approximately $692,331 in discretionary AUM) and the brochure discloses potential conflicts related to receiving third‑party soft‑dollar benefits and offering outside accounting services while stating it seeks to act in clients’ best interests.
To learn more about the advisors currently working at Verticus Advisors 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 |
|---|---|---|
Sandy, UT
| 5
|
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