Our mission is to be
Your trusted source for growth and income with downside protection.
OUR BIO:
Veridos Capital is a subsidiary of Magnolia Financial Planning, founded in 1998 by CEO Robby T. Bryant, CFP, CEA. Built on more than two decades of financial leadership, Veridos Capital delivers strategic wealth advisory services designed to support long-term growth, stability, and disciplined investment management.
THE VERIDOS VISION
Providing sustainable growth and dependable income for high-net-worth individuals and institutions.
At Veridos Capital, our vision is rooted in clarity, discipline, and long-term value creation. We focus on building portfolios that are structured to withstand market cycles while generating consistent income and sustainable appreciation.
THE VIGILANCE
Seeking high-quality, growth-oriented income stocks and bonds while maintaining disciplined downside protection.
Through continuous research and analytical rigor, we identify opportunities across equities, fixed income, and diversified assets. Our team proactively manages risk, integrates protective strategies, and coordinates investment decisions with each client’s comprehensive financial plan.
THE VERSATILITY
Achieving strong, competitive returns in changing and uncertain market environments.
Our investment approach is built on flexibility and adaptability. Whether markets are expanding, contracting, or transitioning, we tailor strategies to meet client objectives while staying aligned with risk tolerance and long-term financial goals.
THE VANTAGE POINT
Leveraging decades of experience to provide perspective, insight, and strategic guidance.
Our leadership team brings extensive experience across financial planning, portfolio management, and multi-market investment cycles. This vantage point allows us to deliver informed strategies, structured decision-making, and long-term clarity for clients seeking stable financial outcomes.
MONEY, MAP, GO!
AT VERIDOS CAPITAL
Veridos Capital is the home of the Anchor Point Bond Fund and the Veridos Income Stability Fund.
THE POWER OF A PLAN
The Anchor Point Bond Fund a private fund that provides an appropriate investment for institutions and high-net-worth individuals desiring to minimize volatility, while striving for an estimated 6-7% income stream in addition to several annual percentage points capital gains, for a target of 9% annualized average return, which is supported by our 15 year track record in managing bonds in separately managed accounts. The Veridos Income Stability Fund is also a private fund that provides an appropriate investment for institutions and high-net-worth individuals desiring to minimize volatility, while striving for an estimated 8% income stream. Low-yielding government bonds do not provide adequate revenue to allow institutions and individuals to meet their funding obligations.
YOUR DREAMS
FUEL YOUR GOALS
WEALTH MANAGEMENT
With more than 27 years of investment experience in both rising and challenging markets, Veridos Capital focuses on identifying undervalued opportunities and strategically exiting positions when they become overvalued. Our disciplined approach is designed to deliver strong, long-term results for our clients.
ESTATE PLANNING
Through our partnership with Magnolia Financial Planning, our estate planning attorney brings over 40 years of experience in crafting wills, trusts, powers of attorney, and business agreements. We ensure your estate plan integrates seamlessly with your comprehensive financial strategy.
INSURANCE PLANNING
Our insurance specialist reviews your financial plan to determine the appropriate level of protection and helps you secure high-quality policies tailored to your needs. We assist with life, health, disability, and property coverage to ensure your financial future is protected from every angle.
TAX PLANNING
A Certified Public Accountant oversees all tax planning to help ensure your tax strategy aligns with your overall financial plan. We also provide tax preparation services, giving you a streamlined, integrated approach to managing and reducing your tax burden. Our goal is to help you keep more of what you earn.
