Culture

There is a critical thought process and a level of commitment here at Veritable that in my experience is rare in other settings.

Veritable’s people set exacting standards for themselves, consistently placing clients’ needs above all else. There is also an open-mindedness and a spirit of innovation. It is a deep-seated commitment that, we feel, is unparalleled in the industry.

Without question, our most valuable asset is our people. We have consistently recruited talented investment professionals who also bring a specialized skill or life experience. Almost a third of the firm has earned the CFA designation in addition to many advanced degrees and other credentials. We are constantly looking for people who can bring complementary skills to Veritable, and we have been fortunate to have virtually no turnover of senior investment professionals during the past two decades.

While it is relatively easy to evaluate the credentials of an organization, it’s harder to gauge an organization’s culture. Veritable has a distinctive culture, setting it apart from other firms.

Ed Bowman, Partner