Verde Capital Management

Description

• Verde Capital Management is a Registered Investment Advisory firm. Its primary activities include investment management & financial planning for individuals and companies. It does this through a personal relationship with each client that is focused on goal attainment. Verde uses an investment approach pioneered by some of America's leading university endowments to pick investments that negatively correlate to each other and ensure more consistent and predictable returns. This allows clients to consistently out pace indexes like the S&P 500 while taking on significantly less risk. Verde is a leader in technology integration and dynamic financial planning. It does this through its custodial relationship with Fidelity Investments which allows clients to aggregate all their assets from a single screen, whether those assets are held at Verde or not. This allows for net worth tracking, investment performance tracking, as well as transaction tracking all from one screen. It also allows clients to have a self updating and dynamic financial plans that project goal attainment data in real-time. Verde is one of the first financial services companies in America to strive toward a goal of no paper in the office. Through its paperless office and e-signature initiatives, Verde hopes to completely eliminate all paper by the end of 2009. This makes Verde Capital Management one of the first green financial services companies in America.
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  Headquarters:8031 Ortonville Road Suite 170, Clarkston, Michigan, United States

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  Phone Number: +1 248-528-1870

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  Website: https://www.verdecm.com

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  Employees:12

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  Revenue:$1 - 10M

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  Legal Name:Verde Capital Management

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• |  NAICS Code: 523930  |

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