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.
Partnership Expansion Announcement
We’ve developed a thoughtful framework to support Verum’s evolution into a more mature and enduring enterprise…
Medicare Planning 101: Your Guide for Making Informed Medicare Open Enrollment Decisions
A comprehensive guide to Medicare planning, covering key coverage options, medicare open enrollment and decision-making frameworks…
Board of Directors: Planning Playbook
We’ve worked with many board members of all different backgrounds, across many different organizations, and we’ve…