Process

It’s a remarkable group of people who are going to sit down together and focus on your needs and your plan.

Through your portfolio management team, you will have direct and indirect exposure to an organization of very bright people—CFA’s and CPA’s, JDs and MBAs from top academic institutions, experts in a variety of specialty areas. It is akin to having an investment think-tank stocked with comprehensive planning, financial and operational capabilities at your beck and call.

Our process is rigorous and inductive and there is a robust exchange of ideas across the organization. The goal is to produce and document a comprehensive plan that optimizes the investment portfolio around all aspects of your financial life. To do this, Veritable develops a detailed case study that fully identifies all the relevant priorities and complexities.

We look at investment policy for each client as a unique opportunity. No two clients are the same and there is no set recipe or formula that can be uniformly applied. We present each client with an integrated investment plan that explains the logic of the asset allocation and investment strategy we’ve developed.

At the center of Veritable’s strategic recommendations is a culture immersed in due diligence. Our recommendations regarding the use of passive versus active money managers and manager selection are based on exceptionally thorough research.

This is a rational, rigorous process in which we invest tremendous time. The reason we do it is that there is no short cut or substitute. In our opinion, it is the only way to identify true opportunities for clients.

David Belej, Partner