Verisail Partners, LLC
Verisail Partners, LLC is an SEC-registered investment advisory firm headquartered in Chamblee, Georgia. Founded in 2017, the firm delivers financial planning and investment management services primarily to individuals and families, with some pension plan clients. As of January 2025, Verisail manages approximately $251 million in assets across about 948 client accounts and employs around 6 staff members, most engaged in investor-related roles. Their advisory philosophy centers on helping families and businesses achieve long-term financial goals through tailored financial planning and investment strategies.
Investment Strategy
Verisail Partners focuses on long-term financial planning and investment management for families and businesses. The firm deploys discretionary management, meaning it makes investment decisions on behalf of clients, seeking diversified portfolios tailored to individual needs. Their approach emphasizes risk management, transparency, and alignment of strategies to help clients achieve their long-term objectives. While performance targets can vary, the firm stresses that all strategies inherently carry risk and prioritizes client education and realistic goal-setting.
Top Holdings
Equity Positions (23)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 35.62% | $84.0M | 2,177,036 | $34.58 | $38.57 | +$5.5M |
D DFIC | DIMENSIONAL ETF TRUST | 18.25% | $43.0M | 1,311,820 | $25.94 | $32.79 | +$2.0M |
D DFGR | DIMENSIONAL ETF TRUST | 9.20% | $21.7M | 794,083 | $25.58 | $27.31 | +$664.1K |
D DFGX | DIMENSIONAL ETF TRUST | 8.92% | $21.0M | 389,681 | $52.35 | $53.96 | +$574.4K |
D DFCF | DIMENSIONAL ETF TRUST | 8.79% | $20.7M | 484,587 | $41.33 | $42.76 | +$625.1K |