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 discretionary portfolio management, financial planning, and integrated accounting and tax preparation services. The firm offers ongoing portfolio management with a written Investment Policy Statement and also provides standalone tax preparation, tax planning, and accounting services to both advisory and non‑advisory clients. The firm’s investment process uses fundamental analysis and modern portfolio theory to construct long‑term portfolios, documents client risk tolerance in each Investment Policy Statement, and seeks best execution through a designated custodian. Portfolios are generally invested in mutual funds, ETFs (including precious‑metal and sector ETFs), equities, fixed income, REITs and non‑U.S. securities, with the firm disclosing the material risks associated with those asset classes. A distinctive feature is that the firm’s principal is also an accountant and the advisory practice formally integrates tax preparation and accounting offerings—an uncommon combination among independent advisers. The firm is recently established, manages modest assets for a small number of clients, and requires clients to custody assets on a specified advisory platform that provides research and operational support.

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.