VERITABLE L.P. Overview

Veritable L.p. is an investment advisor that manages 13.4 BN dollars in regulatory AUM and has 83 employees, of which 50 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/04 to 09/30/16. The fund's latest filing disclosed 4BN in positions, representing 30% of the manager's regulatory AUM.

VERITABLE L.P. StockAlpha

-1.3%
Top 25%
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Fundamental & Technical Factor Exposure

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VERITABLE L.P. Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 16.01% ETF 4.09% 0% 0 29%
MDY 12.56% ETF 9.5% 0.68% 1 10%
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FEATURED IN
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VERITABLE L.P. Founders and Key Employees

Name Title In Position Since
Michael A. Stolper Partner, Chief Executive Officer March-2004
Jonathan D. Scott Partner March-2004
Robert K. Stetson Partner March-2004
Jeffrey A. Beachell Partner March-2004
David M. Belej Partner, Chief Investment Officer April-2004
Brett I. Rubinson Partner March-2004
Darren A. Bramen Partner March-2004
Timothy M. Alles Chief Financial Officer March-2004
Charles P. Keates Partner, General Counsel, Chief Compliance Officer July-2007
John J. Scuteri Partner, Chief Operations Officer April-2005

VERITABLE L.P. Brokers, Custodians, Auditors and Administrators

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VERITABLE L.P. Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Methods of Analysis and Investment Strategies

A. Advisory Client Portfolio Management

Veritable was founded over 25 years ago on the belief that we would strive to provide conflict-free, objective advice to individuals and families. This advice would encompass designing a plan and evaluating investment alternatives to implementing and monitoring the plan and its performance. In our opinion, what was missing from the investment community at that time was an organization that was prepared to see the investment process through the client’s eyes – an advisor that would never lose sight of the client’s unique needs and circumstances. This was, and will always be, Veritable’s mission.

Veritable’s investment philosophy is founded on several fundamental tenets:

1. Clients’ financial objectives are unique and customization is required to help achieve their goals; Get the Full Report

VERITABLE L.P. Portfolio Concentration

VERITABLE L.P. Location

6022 WEST CHESTER PIKE
NEWTOWN SQUARE, Pennsylvania
UNITED STATES, 19073

VERITABLE L.P. Contact Information

Phone Number: 610-640-9551
Fax Number: 610-640-9554
Website:

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Disclaimer

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