For advisors.
Bring your clients institutional-quality income strategies without building the infrastructure yourself.
Why advisors work with us
Private fund access for your clients
Two funds built around income, each seeking to mitigate downside risk, available to your accredited clients at a $100,000 minimum — access most independent advisors cannot offer.
Planning infrastructure behind you
Tax, estate, insurance, and retirement planning coordinated through Canopy Financial Planning, so you are not assembling a referral network yourself.
Fund terms at a glance
$100,000
Minimum investment, both funds
506(c)
Offered only to verified accredited investors
Interactive Brokers
Independent custodian
Formidium
Third-party fund administrator
How an engagement works
Start a conversation — tell us about your practice and the clients you have in mind.
Review the materials — fund documentation, service-provider detail, and the Confidential Private Placement Memorandum for each fund.
Verification before subscription — every investor is verified as accredited through documentation or qualifying third-party confirmation before any subscription is accepted.
Request the advisor materials.
Fund documentation, operational detail, and service provider information are available to advisors on request. Interests in both funds are offered only to accredited investors, pursuant to Rule 506(c) of Regulation D, and only by means of the applicable Confidential Private Placement Memorandum.
Contact UsJoin the firm
Interested in joining Veridos Capital?
We are growing, and we welcome conversations with experienced financial advisors who are interested in joining the firm as representatives.