We Changed Everything.

Before 1986, wealthy clients in the U.S. paid for their investment advice by doing transactions or buying proprietary products from brokerage firms, banks and money managers. Founded that year with a dozen families and $60 million in client assets, Veritable offered a new model – unbiased, comprehensive investment advice based on client advocacy, not salesmanship.

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29 Years Of Experience
Since 1986

individuals and Families served

Billion in assets under management

Veritable client portfolios don’t look like everyone else’s.

Innovation is fundamental to success. Veritable has a long history of investing in ideas before everyone else. We made substantial investments in international equities, hedged investments and alternative strategies, among other markets and strategies, decades ago – before many very large institutional investors.

1989
1989

Veritable develops reporting system to calculate after-tax returns for clients

1993
1993

Veritable launches third fund-of-funds focused on international long/short equity

2001
2001

Veritable launches distressed investment fund-of-funds during the corporate credit market turmoil of 2001-2003

2013
2013

Veritable opens office in the Merchants Exchange building in downtown San Francisco

No other wealth manager approaches safety the way we do.

Veritable clients invest more securely and on better terms than most institutional investors. Together, our clients have the resources to demand terms and safeguards that only a $10 billion or larger investor with 30 years of experience could get.

We do not look for investments that have contributed to good performance – we invest in ideas and managers that will contribute to good performance.

There are no shortcuts when it comes to evaluating investments. Great process will lead to long-term success. It does not matter how well an investment or manager performed last year or who else is investing. Tremendous context and a deep understanding of how people make investment decisions is the keystone to successful investing. We sift through countless ideas, cross hundreds of borders, and due diligence thousands of investment professionals. Only a few dozen outside investment professionals are stewards of a portion of Veritable client capital. 

Most families do not know how they are truly performing. Ours do.

Clear reporting and communication is a hallmark of the Veritable experience. Investment performance is reported after all fees and taxes, and benchmarked against an after-tax index. Name another wealth advisor who has reported to its clients on an after-tax basis continuously for over 25 years.

 

Veritable has a 29 year documented history of innovation. Five years from now, everyone will be doing what Veritable is doing right now.

What will you be doing in five years?

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Veritable works with families across the United States from offices in suburban Philadelphia and San Francisco.

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