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.
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.