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.
Efficient Portfolios: Customization to Suit Your Needs
Discover how personalized, efficient portfolios help align your investments with your goals, risk tolerance, and life…
Verum Partners Featured in Charlotte Business Journal Lists
We're excited to announce that Verum Partners has been named to Charlotte Business Journal's list of Charlotte's…
Family Finances: Tips for Talking About Your Estate with Family
Verum Partners always encourages being proactive about financial planning and your estate - including talking to…