Verdara PPP LLC

Verdara PPP provides pooled plan provider services to pension and profit‑sharing plans, acting as an independent fiduciary in a 3(38) capacity to select, monitor, and replace plan investment managers and to advise on asset allocation, fund lineup, and the plan’s qualified default investment alternative. The firm generally limits its investment advice to mutual funds and insurance products, including annuities, and may refer plan assets to third‑party investment advisers.

The firm’s stated investment approach relies on quantitative analysis and modern portfolio theory and favors a long‑term trading horizon, with ongoing quarterly reviews of plan lineups and performance. When recommending third‑party advisers, Verdara PPP describes a due diligence process that can include phone calls, meetings, and reviews of performance and strategy, and it retains authority to hire and fire managers while not placing trades or taking custody of client assets.

What is notable about Verdara PPP relative to many peers is its combined role in pension consulting and formal selection of other advisers—services that are highlighted in the brochure as central to its PPP offering and are less common among investment managers. The firm is newly formed and, according to its most recent filing, reports no assets under management and no trading or custody activity, which may mean its operational and performance track record is limited.