Verto Management, LLC is a large advisory firm based in Boston. It manages $236.3 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Massachusetts.
Verto Management provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Verto Management, LLC is $236.3 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Verto Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Verto Management is insurance companies with 0 clients and $236.3 million of assets under management. Among the 6 most similar advisory firms, Verto Management has the highest percentage of insurance companies out of all clients.
The amount of regulatory assets under management is $236.3 million for 0 clients. None of the firm’s clients are foreign persons or businesses.
Verto Management doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Verto Management, LLC performs its advisory services is located at 200 Portland Street, Boston, MA 02114, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 206-366-5267. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at vertomgmt.com/.