Veridos Capital LLC

Overview

Veridos Capital LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual & family clients and institutional investors, offering financial planning as well as portfolio management for individuals, small businesses and pooled investment vehicles. Its client billing arrangement is flexible: the firm charges a percentage of assets under management, can bill hourly, and may take performance-based fees on certain engagements or products. The firm does not identify as an active ESG investor. It lists affiliations with at least one other investment adviser and an accounting professional, suggesting connections that support advisory and reporting functions.

Assets & Accounts

Investments & Alternatives