Veta Investment Partners offers investment advisory services, including model portfolio solutions, option pricing calculations, hedging trade placement, and operational support. Veta tailors its services to each client's needs, as outlined in an investment policy statement and investment services agreement. Veta also offers derivatives and risk management consulting, index development, software development, outsourced chief investment officer services, and structured product solutions.
Assets Under Management$4.5B
Clients6
Advisors2
Avg. per Client$750M
Avg. per Advisor$2.2B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:$250 - $600/hr
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