Multi-Family OfficeRIA · CRD 336821

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Veritas Investment Advisory Group LLC

VERITAS INVESTMENT ADVISORY GROUP LLC is a state-registered investment adviser in HENDERSONVILLE, NC. The firm manages approximately $46 million in regulatory...

Veritas Investment Advisory Group LLC

VERITAS INVESTMENT ADVISORY GROUP LLC is a state-registered investment adviser in HENDERSONVILLE, NC. The firm manages approximately $46 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

City

Hendersonville

Corporate office

Tampa, FL, United States

Frequently asked questions

What investment approach does Veritas employ?

Veritas describes its approach as research-driven and client-centered. It uses fundamental analysis to select securities and asset classes, with a focus on risk-adjusted returns. The firm avoids the use of leverage, options, or speculative derivatives in its core portfolios, preferring a straightforward long-only approach for most client accounts.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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