VERITAS INVESTMENT ADVISORY GROUP LLC

Overview

Veritas Investment Advisory Group LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm primarily serves individual and family clients and combines financial planning with discretionary portfolio management for individuals and small businesses. Its advisory services include selecting other advisers and presenting educational seminars and workshops, and it also operates as an insurance broker. Fee arrangements include both a percentage-of-assets model and hourly billing. The firm identifies as a capital allocator but does not position itself as an ESG-focused or multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices