We started with a simple goal—objectivity. Remarkably, this was a novel idea among investment firms.
In the 1980’s the investment community mostly consisted of stock pickers, salesmen and product manufacturers.
Investors were left to figure out the investment process on their own.
This included everything from designing a plan and evaluating investment alternatives, all the way through implementation and monitoring of the plan.
What was missing was an organization that was prepared to see the investment process through the client’s eyes—an advisor
that would never lose sight of the client’s unique needs and circumstances. This was and will always be Veritable’s mission.
Michael Stolper, Partner