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 12/31/22. The fund's latest filing disclosed 6BN in positions, representing 42% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/04 to 12/31/22. The fund's latest filing disclosed 6BN in positions, representing 42% of the manager's regulatory AUM.
VERITABLE L.P. StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
VERITABLE L.P. Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SPY | 11.95% | ETF | 4.32% | 0% | 0 | 36% | ||
| IVV | 9.18% | ETF | 4.34% | 0% | 0 | 16% | ||
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FEATURED IN
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
| Type | Company |
|---|
| Administrator | Pro |
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| Auditor | Pro |
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| Prime Broker | Pro |
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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;
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;
VERITABLE L.P. Portfolio Concentration
VERITABLE L.P. Location
6022 WEST CHESTER PIKE
NEWTOWN SQUARE, Pennsylvania
UNITED STATES, 19073
NEWTOWN SQUARE, Pennsylvania
UNITED STATES, 19073
VERITABLE L.P. Contact Information
Phone Number: 610-640-9551
Fax Number: 610-640-9554
Website: http://www.veritablelp.com/
Fax Number: 610-640-9554
Website: http://www.veritablelp.com/
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