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 09/30/16. The fund's latest filing disclosed 225MM in positions, representing 44% of the manager's regulatory AUM.

VERUS FINANCIAL StockAlpha

-0.5%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

VERUS FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BND 25% ETF -3.38% -1.01% 0 4%
MGC 23.51% ETF 2.14% 0% 18 0%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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...
Unlock Full Investment Process Description

VERUS FINANCIAL Portfolio Concentration

VERUS FINANCIAL Location

9030 STONY POINT PARKWAY
SUITE 160
RICHMOND, Virginia
UNITED STATES, 23235

VERUS FINANCIAL Contact Information

Phone Number: 804-592-3465
Fax Number: 804-592-3484
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path A