Portfolio Management

Verse Financial Corporation offers separate account portfolio management to individual investors, tailored to each client’s situation and investment goals. Portfolios are adjusted based on your personal needs as well as our forward-looking views of the market. All investment strategies are directed by our five-member Investment Policy Committee with over 130 years of combined industry experience and supported by the firm’s in-house global research platform. Each client receives a dedicated Investment Counselor who knows you by name and is your primary point of contact. Clients also have access to a wide array of exclusive client programs, research and educational materials.

Investing in stock markets involves the risk of loss and there is no guarantee that all or any capital invested will be repaid. Past performance neither guarantees nor reliably indicates future performance.

We offer portfolio management to individual investors, tailored to each client’s situation and investment goals. Portfolios are adjusted based on your personal needs as well as our forward-looking views of the market.