Where does your investment portfolio stand today? That’s what we seek to answer with our portfolio diagnostics. We conduct a deep dive into your portfolio to better understand the risks and potential embedded within. The analysis is designed to help you visualize risk by showing how much your portfolio might have declined in previous stock market downturns. We also explore the current composition of your portfolio, looking at its mix of stocks across various sectors, sizes, factors, and geographic locations. This portfolio diagnostic is an important first step as we work with you to design the right investment portfolio for you and your goals.
Explore the latest insights and observations from the Verum team and other industry experts.
Yen Carry Trade Rattles Markets
Global stocks have grabbed headlines as they experienced a fairly significant drawdown over the last week…
Verum Partners Wins RIA of the Year
Verum Partners was named RIA of the Year (under $1B in AUM) at the Institutional Investor's…
Beneficial Ownership Reporting Now Required by Corporate Transparency Act
Verum Partners notes that, in 2021, Congress passed the Corporate Transparency Act (CTA) on a bipartisan…