VERUS FINANCIAL Overview
Verus Financial Partners Inc. is an investment advisor that manages 513.9 MM dollars in regulatory AUM and has 14 employees, of which 13 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/09 to 06/30/21. The fund's latest filing disclosed 698MM in positions, representing 136% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/09 to 06/30/21. The fund's latest filing disclosed 698MM in positions, representing 136% of the manager's regulatory AUM.
VERUS FINANCIAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
VERUS FINANCIAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VTI | 18.62% | ETF | 14.64% | 0.09% | 0 | 16% | ||
| VEU | 11.7% | ETF | 4.98% | -0.78% | 0 | 7% | ||
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FEATURED IN
VERUS FINANCIAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| James M. Shepherd | Vice President, Chairman | January-2010 |
| David A. Kozlowski | President | January-2010 |
| Julie A. Waitman | Sr. Vice President, Chief Compliance Officer | January-2010 |
| Edward L. Hoppe | Sr. Vice President | July-2006 |
| William J. Lagos | Vice President | January-2011 |
VERUS FINANCIAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
VERUS FINANCIAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. The Registrant may utilize the following methods of security analysis:
Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
Long Term Purchases (securities held at least a year)
Short Term Purchases (securities sold within a year)
Please Note: Investment Risk. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by the Registrant) will be profitable or equal any specific performance level(s).
B. The Registrant’s methods of analysis and investment strategies do n...
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A. The Registrant may utilize the following methods of security analysis:
Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
Long Term Purchases (securities held at least a year)
Short Term Purchases (securities sold within a year)
Please Note: Investment Risk. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by the Registrant) will be profitable or equal any specific performance level(s).
B. The Registrant’s methods of analysis and investment strategies do n...
Unlock Full Investment Process Description
VERUS FINANCIAL Portfolio Concentration
VERUS FINANCIAL Location
9030 STONY POINT PARKWAY
SUITE 160
RICHMOND, Virginia
UNITED STATES, 23235
SUITE 160
RICHMOND, Virginia
UNITED STATES, 23235
VERUS FINANCIAL Contact Information
Phone Number: 804-592-3465
Fax Number: 804-592-3484
Website: https://www.verusfp.com
Fax Number: 804-592-3484
Website: https://www.verusfp.com
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