Encino, CA Office

Verus Capital Partners is a fee-based investment advisory firm that serves individuals (including high-net-worth clients), trusts, pension plans and estates. The firm offers discretionary portfolio management, financial planning, 401(k)/pension consulting, ongoing consultations, and access to third‑party and wrap-fee programs.

The firm combines fundamental and technical analysis to build customized portfolios, uses tactical adjustments and selective hedging (including options and inverse ETFs), and tailors allocations to each client’s time horizon, risk tolerance and tax considerations. Verus monitors accounts on an ongoing basis and uses multiple institutional custodial and wrap platforms (including several LPL-sponsored programs) to implement strategies and reporting.

Compared with many multi-team firms, Verus’s structure includes notable operational affiliates and communications: it operates a proprietary reporting/billing software affiliate (Citius AdvisorSolutions) and an affiliated estate-document guidance service (Arizona Trust and Will), and it prepares periodic client reports and educational materials. The firm also has material relationships with LPL (including numerous dually registered representatives and program-based custody), and recent regulatory actions (an SEC order and a Massachusetts settlement disclosed in the brochure) that prospective clients may consider when evaluating conflicts of interest and oversight.