America's Independence Day celebrations will be taking place this weekend. We wish you a wonderful and safe holiday! Independence is a glorious thing. I value my independence as a citizen and also as a financial professional.
Veritas (Latin for truth) is the name of the company I founded after many years of working in the financial industry. I had discovered, to my increasing discomfort, that much of what I and my fellow financial advisors were taught was not really the whole truth. I was urged to sell products that increased the brokerage company’s bottom line but were not necessary in the best interest of our clients. I was also encouraged to push the next “hot mutual fund” or “safe” or "guaranteed" product, and I was unknowingly promoting actions that increased the costs of investing for my clients.
Veritas is an RIA (Registered Investment Advisor) which means we are an independent firm. We have no affiliations that require us to watch a bank or brokerage company’s bottom line. This give us increased control over fees and costs—savings we can pass on to you.
What else makes us different? Here is a brief comparison of retail financial products, mutual funds and/or other actively-managed funds at traditional financial firms:
• High turnover rates (undisclosed fees)
• Market timing (speculating with your money)
• Stock picking (gambling with your money)
• Track-record investing (past performance has ZERO correlation with future performance!)
• Overlap (not true diversification, just lots of ’stuff”)
In contrast, the Free-Market Platform we use at Veritas is:
• Focused on appropriate asset allocation & true diversification
• Grounded in Nobel-prize-winning academic research
• Focused on efficient market return
• Has NO hidden costs
Our independent status means more efficient investing, no revenue sharing (kickbacks to favored companies), no “smoke & mirrors,” genuinely individualized financial coaching, and an opportunity to gain greater peace of mind.
We serve clients who are as serious about their investing as we are. Are you ready to make your financial future a priority? Call 920-893-5262 to find your how you can become a more successful investor.
Margaret Wittkopp
Veritas Owner and President
Investment Advisor Representative
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