Veritable

No. Veritable does not manufacture or sell proprietary investment products. The firm invests client assets exclusively with third-party managers, a structural choice intended to remove the conflict of interest that arises when an advisor also acts as a product provider. This allows the firm to treat every fund in a portfolio as a replaceable line item if performance or terms deteriorate.

Michael Stolper founded Veritable in 1986 with the goal of delivering endowment-style investment management to wealthy individuals and families. Stolper came from an investment counseling background and built the firm around a fiduciary, research-intensive approach. The firm has remained independent and privately held throughout its history.

Veritable constructs globally diversified, multi-asset-class portfolios using external managers across hedge funds, private equity, venture capital, real estate, and private credit. The strategy emphasizes deep fundamental and operational due diligence on each underlying manager and seeks to negotiate institutional-quality terms, including fee breaks and capacity access, on behalf of its client base.