Verum Partners was born out of the recognition that the financial industry could be better. Rather than focusing on how to help their clients, many financial service business models pit the advisor against their client. Large Wall Street firms incentivize their advisors to sell clients products they don’t need, that cost too much money and often lead to sub-par results. Wall Street sells products by telling people stories that have no basis in the truth. Verum means true. We start with the truth.

Often clients don’t realize they are paying high fees to an advisor who is still making many of the most common industry mistakes such as: costly implementation of investment ideas, no rebalancing or tax loss harvesting process, poor asset location, home country bias, risk mismatch, failure to take a comprehensive view of clients’ entire portfolio, etc. Those clients are often overexposed to risk and tend to sell those risky assets after they fall.

YOUR FINANCIAL FUTURE IS HAPPENING TODAY.

Our process focuses on the risk of loss from day one. Understanding how much of your money is at risk is paramount to ensure you stick with a plan. You know the industry has intentionally overcomplicated nearly every aspect of financial decision-making to give the appearance of complexity. The reality is, the more perceived complexity, the more advisors and brokers can take home in hidden or non-transparent fees.