We hold ourselves to exceedingly high standards, with several consistent and rigorous processes in place designed to protect and grow your assets. Allocations for your portfolio, planning, and assets are run through in-depth research and exhaustive qualitative and qualitative analysis, balanced for fixed income, US/global equities, private investments, and cash positions.
We offer our Verdence/FAMILY clients unique access to private/alternative investments. Typically, private market investments have narrow access requirements and may expose added concerns around risk and liquidity. The information used to evaluate private companies and alternative investments is not as readily available as it is for public companies who are forced to disclose financials, so the due diligence process is extremely complex and even more important. We search for attractive private/alternative investments that offer the opportunity for a good risk-adjusted return, enhanced income opportunities, and attractive diversification benefits.