Veta Investment Partners, LLC
Veta Investment Partners, LLC is a financial advisory firm established in 2019, based in Lawrence, KS. The firm primarily serves institutional clients, offering investment advisory services such as hedging, asset allocation, risk management, and model portfolio solutions. Veta manages over $4.4 billion in assets on a discretionary basis. Clients can expect to pay fees based on hourly rates, a percentage of assets, or fixed fees, with a minimum account size determined by the specific service provided. Veta does not accept compensation for selling securities or investment products and does not engage in performance-based fees. The firm exercises investment discretion based on each client's goals and objectives, with clients having the ability to set limitations on this discretion. Veta does not maintain custody of client assets, and clients' securities are held at qualified custodians. The firm does not participate in proxy voting. Veta has no disciplinary events to disclose and has not been subject to a bankruptcy petition in the past 10 years.
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