Overview
Verde Capital Management is a federally registered investment advisory firm focusing on customized financial planning and investment management. Headquartered in Clarkston, Michigan, the company operates in the financial services sector and employs between 11-50 individuals. Known for its commitment to providing dynamic financial solutions, Verde showcases its proprietary financial technology through the Verde Portal, positioning itself as a key player in the industry.
Leadership and Team
The leadership team of Verde Capital Management is led by Carl Szasz, who serves as the President and Chief Compliance Officer since May 2007. Known for his expertise in advising 7 & 8 figure entrepreneurs, Szasz is joined by knowledgeable financial advisors including Eric Tomaszewski, Adam Smart, Morgan Cinader Galvan, and Cindy Lundberg, who doubles as the Marketing Director. Recent strategic developments include the addition of Marc Bergeron, CFP®, as a financial advisor, enhancing the company's pool of expertise.
Services Offered
Verde Capital Management delivers a comprehensive suite of services tailored to financial planning needs, such as:
- Investment Management
- Investment Real Estate Evaluation
- Managing a Budget
- Charitable Giving
- Insurance and Tax Strategies
- Retirement and Estate Planning
- Customized Solutions for Business Owners
Financial Performance & Strategy
In its recent SEC filings, Verde Capital Management reported a portfolio value of $354,473,478 USD, reflecting a 47.82% growth in assets under management. The firm adopts a 360-degree approach to financial planning, focusing on integrating technology to educate clients and support informed financial decisions.
Recent Developments
Recent highlights include a significant increase in its holdings in Microsoft Co. by 50.4% during the fourth quarter, exemplifying Verde's proactive investment strategy and adaptability in managing client portfolios.
Company Values
Verde Capital Management emphasizes client-centric guidance, supporting a culture of collaboration, communication, innovation, and courage. The firm strives to clarify complex financial issues, providing clients with direct and honest recommendations.
Competition
Verde faces competition from established firms within the financial services sector, including:
- Morgan Stanley: Known for wealth management, investment banking, and asset management services.
- Fidelity Investments: Provides diversified financial services with investment management, retirement planning, and brokerage.
- BlackRock, Inc.: The leading asset manager offering investment management, advisory, and risk management services.
- Vanguard Group: Specializes in low-cost mutual funds, ETFs, and investment advisory services.
- T. Rowe Price: Offers mutual funds, retirement plans, and active management services.
Industry Positioning and Strategy
Verde Capital Management differentiates itself by integrating technology with personalized financial advisory, offering unique solutions via the Verde Portal. This emphasis on technology-driven strategies enhances its appeal to tech-savvy clientele seeking efficient wealth management solutions during an era of intense competition.
Contact Information
Verde Capital Management is located at 8031 Ortonville Road, Clarkston, MI 48348. They can be reached by phone at 248-528-1870. Potential clients may schedule a consultation or further engage via their website, [verdecapitalmanagement.com](https://verdecm.com/).
