Veritas Financial Services, LLC

So Why Should I Consider VERITAS Financial Services?

A Unique Team Appraoch 

 Your financial plan likely includes a need for tax and insurance services as well as investing.  Would you find it helpful if your various financial consultants and advisors shared information to help you develop a truely comprehensive financial plan?

A Non-Traditional, More Efficient Approach to Investing

Here are a few questions to think about--questions that might help you discover a better way to invest than the "business-as-usual" investing choices at many investing firms.

• Do you have a method to accurately measure the risk in your portfolio? (Many people just guess.)
• Do you regularly and predictably acheive market rate of return? (Most American investors do not.) 
• Do you know where your portfolio falls on the Markowitcz Efficient Frontier (and why that matters)? 
• Can you accurately measure all the costs in your portfolio? (They are not limited to commissions and fees.)

In short, are you looking for an alternative to the usual retail investment products? Something academically proven and measurable?

A Better Way

Do you, like most American investors, and most investing firms, focus on actively-managed mutual funds?  This misplaced focus often results in high turnover rates (undisclosed fees), market timing (speculating with your money), stock picking (gambling with your money), track-record investing (past performance has ZERO correlation with future performance), and last but not least, overlap (not true diversification, just lots of "stuff”).

Would you like to invest more efficiently, manage your costs, eliminate "revenue sharing" (kickbacks?), receive a genuinely individualized financial coaching from a team of experts--and gain greater peace of mind?

Click the "About Us" tab and then "Why VERITAS?" to learn more.