Verum Partners LLC

EST. AUM
$1,014,129,210

CONTACTS
5

CLIENT ACCOUNTS
1,560

Firm Details

Metro area Charlotte
CRD Number 301058
Website verumpartnership.com
Client types

Overview

Verum Partners was founded on the belief that the financial industry could operate more effectively. Instead of prioritizing client assistance, many financial service business models position the advisor against the client. Large Wall Street firms encourage their advisors to sell unnecessary, overpriced products to clients, which frequently result in inadequate outcomes. Wall Street often sells products using narratives that lack a basis in truth. Verum, meaning true, indicates that the firm begins with the truth. Clients often fail to realize they are paying substantial fees to advisors who still commit prevalent industry errors such as: expensive implementation of investment strategies, neglecting rebalancing or tax loss harvesting, poor asset location, exhibiting home country bias, mismanaging risk, and failing to take a comprehensive view of clients' entire portfolios. Consequently, those clients are often excessively exposed to risk and tend to liquidate those risky assets after a decline in value.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Verum Partners LLC

Platform Details

Investment Preferences

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