We’re on your side. End of story.
The old financial services model is broken. It’s self-serving, fundamentally flawed, and not designed to serve the client’s best interests. So we threw that model out and started from scratch.
We designed an approach to financial services that begins and ends with the needs of each client. Verecan is structured in a way that corrects the mistakes, shortcomings, and conflicts of the typical financial services model.
The outdated model relies on incentives. Verecan does not. All of our people are on salary. We don’t work on commissions. So we aren’t incentivized to sell the wrong product to our clients simply because it benefits us. Our only incentive is doing the right thing for you.
The outdated model is based on charging clients fees. Verecan is not. We don’t charge management fees on our mutual funds. There are never any hidden fees. We get no kickback from our insurance and mortgage brokered products. Transparency means everything.
The outdated model puts the client’s needs second to profit. Verecan does not. We don’t want to “sell” anything. Our goal is to provide the right financial advice that helps our clients most. And you can trust our advice because our portfolio managers are invested in the same portfolios as their clients—we only recommend what we buy into ourselves.
The outdated model is rife with conflict. Verecan is not. As a fully-independent firm, we dodge the conflicts that are so inherent in our industry. We can make choices for our clients that are free from the influence of corporate entities, shareholders, and fund providers. We’re never forced to choose specific products or solutions. Since we aren’t incentivized to sell certain products, we can recommend exactly what’s right for you.
As a fundamentally entrepreneurial and client-focused organization, we can move as quickly as our clients need us to, and make the decisions that serve you best. It’s the way a financial services firm should work. And the way Verecan does.
100% Aligned:
Success Rooted in Conflict-Free, Client-First Strategies
Why us download
At Verecan, we believe you deserve more than conflicted advice and hidden fees. Our clients choose us because they’re tired of financial services that put profits over people. Whether you already know you’ve been taken advantage of or you’re just starting to realize it, we’re here to offer the clarity and transparency you need. We don’t have sales targets or external investors influencing our decisions—just a commitment to helping you achieve your financial goals with honest, conflict-free advice. If you want advisors who are as invested in your success as you are, you’re in the right place.