- Investment ManagementVerdis Investment Management is a Registered Investment Advisor (RIA), as required by the family’s corporate Trustee. Being an RIA allows Verdis to provide instruction as it relates to the family’s directed trusts held at the trust company. As an RIA, we are required to share our Form CRS on our website, however it is worth noting that we do not provide wealth advisory services to external families/investors but rather only to one, single family. The form can be located at https://reports.adviserinfo.sec.gov/crs/crs_134445.pdf
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