VERITABLE

At Veritable we are not interested in emulating other investment firms. We want to use our experience and resources to lead the rest of the wealth management industry... We strive to provide clear reporting and communication as a part of the Veritable experience. We developed an after-tax reporting system over 20 years ago as a way to better inform us and our clients about portfolio performance and suitable tactics... Prior to 1986 we were compensated for our advice by doing transactions on behalf of clients. With the encouragement of a dozen clients we formed a new company and radically changed our business model and the fundamental relationship between ourselves and our clients. Our mission for the past 36 years has been to provide unbiased, comprehensive investment advice based on client advocacy, not salesmanship.

Also known as: Veritable LP

Primary location: Newtown Square United States