Verde Intelligent Portfolios

Smart and streamlined investment management at your fingertips.

Introduction to VIP

The Verde Intelligent Portfolios service model is for clients currently seeking professional investment management services. Clients answer a simple risk assessment so their Verde Advisor can select the best Verde curated model for their growth needs. These models are researched and evaluated quarterly by the Verde Capital Management Investment Committee. A minimum account balance of $5,000 is required for any VIP investment account. Accounts are rebalanced per the Verde model assigned on a regular basis with technology leveraged in partnership with Schwab. A VIP client can choose to transition to a different service model at any time by notifying their Verde Advisor.

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See what people are saying

Highly Recommend

January 6, 2023

I met Carl’s parents several years ago and I was introduced to Verde. They manage all my investment accounts and our company IRA accounts as well.

They are very professional with everything they do and our investments are very easy to access and understand.

The team at Verde is very attentive to any questions I may have regarding our portfolio. They have also provided us with excellent resources as we continue to grow our business. I highly recommend their team to manage your investment accounts.

Lori D.

Customer Service is Exceptional

January 6, 2023

I was introduced to Verde several years ago when my father passed away. The team handled everything for our family! Since that time i have transferred all of my investments to Verde to manage. Their customer service is exceptional. The fireside chats, email updates, and website are easy to understand/manage. The 1:1 meetings are personalized and informative. The team at Verde responds to my questions/requests timely. Overall i am pleased with the level of service and the direction of my investment accounts. Thank you Verde!

Brenda K.

Incredible Job

January 6, 2023

The Verde Capital Management team does an incredible job handling the finances for multiple accounts in my immediate family. They not only help out with investment management but offer ideas for better methods of handling other aspects of your personal finances (insurance, will and trust, etc.). I cannot recommend Verde highly enough for anyone looking for a top of the line financial team.

Patrick D.

Financial Plan That Works

January 6, 2023

We have been with Verde since their start. They have provided a financial plan that works through ups and downs. An added benefit is the knowledge you gain from their regular updates on market trends, new technologies, and all the facets needed for a total financial plan. We have recommended Verde to our family and friends.

Marci G.

Thoroughly Prepared

January 6, 2023

As always, Tommi Harris came with her “A” game to today’s meeting/review of our situation. Thoroughly prepared, clear and concise no male bovine waste advice, and without prejudice. She knows where every penny of my money is, why it’s there, what it’s supposed to be doing, and whether it’s doing it or not. She meets my expectations and usually exceeds them while always addressing my concerns. She is a thoroughly competent professional in all aspects of her job!!!!

Chuck D.

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