Investment Discipline

Advisory Services

Veritable, LP provides comprehensive wealth advisory services to ultra-high net worth individuals and families. The firm is a pioneer in the use of open-architecture investing, and serves as a client’s Chief Investment Officer, providing client-centric advice coupled with a focus on measuring and delivering after-tax returns. Veritable’s customized approach to meeting the needs of its clients begins with the development of a tailored plan that optimizes the investment portfolio around all aspects of a client’s financial life. Veritable then develops a customized asset allocation strategy, designed to achieve an optimal relationship between after-tax returns and risk. Veritable’s dedicated team of research professionals performs robust manager due diligence, seeking only the best managers in each asset class, with a focus on risk management and after-fee / after-tax investment returns.

The Firm

Founded in 1986, the firm has offices in Newtown Square, Pennsylvania and San Francisco, California, and is led by its founder and Chief Executive Officer, Michael Stolper.

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