We assist clients in opening a brokerage account (preferably at CHARLES SCHWAB & CO.) to hold all assets. Verona Capital Managment has 'limited power of attorney' to effectuate purchases and sale of securities only. Clients are sent monthly or quarterly statements.
We feel that the stance of the Federal Reserve as to the direction of interest rates is important to market direction. We also follow the European, Asian, South American and other global economies and stock markets. Our fundamental outlook takes into consideration not only the growth of the U.S. economy but its relationship to other economies in the world.
We monitor and invest in both bull and bear markets using technical and fundamental analysis. With over thirty years of experience in the investment business we examine and trade many types of equties and fixed income products.
If you're someone with a sizeable sum of money to invest, finding an advisor to help with that is easy. Finding one who is legally bound to act in your best interest can be easy, too – if you make sure you work with a Registered Investment Advisor, or RIA.
If two investment products offer the exact same return opportunities and risk profile, but at a different cost, an RIA would be obliged to recommend the lower cost option. While other advisors may choose to adhere to similar standards RIAs remain the only advisors with the legal responsibility to do so.
Know that you have an investment advisor working in your best interest, not theirs. Discover the difference of an RIA, discover the difference of Verona Capital Management.
Established in 1999, Verona Capital Management is dedicated to our clients, and we are here to assist you when you need it most.
Drop us an email today
veronacapital@hotmail.com