Verducci Asset Management, Inc.

Overview

Verducci Asset Management, Inc. is an independent, individual-owned registered investment adviser focused on serving individual and family clients. The firm charges fees based on a percentage of assets under management and offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its stated investment preference is equity-oriented, with a clear tilt toward exchange-traded instruments and separately managed strategies. Investment activity shows a mix of discretionary and non-discretionary mandates. Roughly half of client assets are managed on a discretionary basis, giving the firm flexibility to implement tactical and strategic equity exposures. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser in its filing details.

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Public Holdings

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Location & Offices