Verde Intelligent Portfolios

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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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.

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You don’t need all the answers to get started.

1. Tell us a little bit about you.
2. Speak with one of our Verde Advisors.
3. Let us handle the hard stuff.

Introduction to VIP

See what people are saying

Highly Recommend

We'd love to help

We'd Love To Help

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