Verus Advisory, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

Verus Advisory is an employee-owned firm that provides asset management services to institutional investors like endowments, foundations, corporate retirement plans, and public pension plans. Verus offers both consulting (non-discretionary) and outsourced chief investment officer (OCIO) services. Verus focuses on designing the entire portfolio, including investment policy, asset allocation, risk management, and investment manager evaluation. Verus does not directly manage investments for individual investors.

Assets Under Management$18B
Clients57
AdvisorsN/A
Avg. per Client$310M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)
Hourly Rate:$250 - $675/hr
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Location

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Verus Advisory, INC. | TrueAdvisor