Perspective

When you embrace the client’s perspective, you see the real impact of commissions, fees, and taxes, and how significantly they can detract from investment results. We are skilled at minimizing these expenses, incurring them only when it is in the best interest of our clients. Over the years we have developed powerful tools that allow us to measure and manage cost and enhance after-tax performance. Portfolio management without these tools would be very challenging.

Viewing the investment landscape through our clients’ eyes has inspired a culture of due diligence at Veritable. We conduct hundreds of money manager meetings each year to identify the few exceptional managers who meet our exacting standards. Having held these meetings for many years, we have come to recognize that it is only through great process that managers can produce superior and sustainable results. Anyone can tell you who has outperformed his or her benchmarks in the past. It is far more challenging to identify who can do so going forward.

Jonathan Scott, Partner