Veritas

Veritas is a boutique, fee‑only registered investment adviser that primarily works with qualified retirement plans — both defined benefit and defined contribution — for corporations, not‑for‑profits, foundations, trusts and municipalities, while also serving individual clients. Its services include plan design recommendations, asset allocation, manager and vendor selection, performance measurement and ongoing monitoring, and it will engage on both long‑term retained relationships and single projects.

The firm describes a risk‑aware, long‑term investment approach that emphasizes asset allocation, diversification, and a mix of active and passive strategies rather than market timing, and it implements client policies through written agreements and periodic reviews. For some mandates Veritas implements solutions using third‑party money managers, retaining responsibility for manager selection, dual contracting and quarterly manager oversight.

Noteworthy differences from many peers include explicit pension consulting capabilities — the firm can serve as an ERISA 3(21) or 3(38) advisor and assists plan participants with information and rollover decisions — and an openness to provide participant education or workshops and discrete project work. The firm is run by a single senior adviser with long industry experience and offers flexible engagement models (including hourly, fixed‑fee and AUM arrangements) while maintaining a fee‑only, no‑commission policy.