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1 Firm: VEROS PARTNERS, INC. VEROS PARTNERS, INC. Asset Manager Headcount: Founded in Assets Under Management: SECURITIES AND EXCHANGE COMMISSION v. VEROS PARTNERS, INC et al A $160 million Indiana investment company's assets are frozen after the SEC accused the company Wednesday of grossly misleading clients about the actual uses of $15 million raised to provide operating funds for farmers. Doressia L. Hutton, U.S. SECURITIES... Law 360 April 23, 2015 inappropriate or irrelevant content Business Journal ( reports a federal judge has blocked the company and its WTHITV 10 April 25, 2015 inappropriate or irrelevant content SEC charges adviser with running Ponzi scheme The firm, Veros Partners Inc., and its president, Matthew Haab, told 80 clients that their money would be invested in loans to farmers for the 2013 and 2014 growing season, the Securities and Exchange Commission said in a civil claim filed with the U.S... Market Watch inappropriate or irrelevant content
2 SEC Halts Fraudulent Farm Loan Investment Program The defendants include an investment adviser, a financial planner and an attorney. SEC v. Veros Partners, Inc., Civil Action No. 14-cv-659 (S.D. Ind. Filed April 22, 2015). The Court entered a temporary asset freeze at the request of the SEC at the time... jdsupra.com April 28, 2015 inappropriate or irrelevant content SEC Charges Adviser With Running Ponzi Scheme Federal regulators accused an investment-advisory firm in Indiana of bilking clients out of $15 million in farm-loan investments that were really a Ponzi scheme. The firm, Veros Partners Inc., and its president, Matthew Haab, told 80 clients that their... Wall Street Journal inappropriate or irrelevant content Loftus and Robinson making splash in development president of the south-side financial planning firm Veros Partners Inc. They really approach a project to build something unique and to have value beyond your traditional run-of-the-mill real estate property, Haab said. Today, Loftus Robinson LLC is... Indianapolis Business Journal March 6, 2015 inappropriate or irrelevant content Business Journal ( ) reports a federal judge has blocked the company and its Reading Eagle
3 inappropriate or irrelevant content SEC charges adviser with running Ponzi scheme The firm, Veros Partners Inc., and its president... An expanded version of this report appears on WSJ.com ( ?mod=mktw) news.morningstar.com inappropriate or irrelevant content SEC accuses Indy farm lender Business Journal reports a federal judge has blocked the company and its principals from soliciting investors, has frozen their assets and ordered the... AGRINEWS May 2, 2015 inappropriate or irrelevant content When leaving a firm, don't slam the door Having worked happily at Veros Partners Inc. for 10 years, Mr. Miller felt the right thing to do was to meet with his 80 clients individually to match them with advisers at the firm. I created a spreadsheet with clients' names, ages and who I think the... Investment News January 7, 2010 inappropriate or irrelevant content Veros Partners Announces New Ownership Indianapolis, Ind. Veros Partners, Inc. is pleased to announce two new owners to join co-founders Matt D. Haab, CPA, and Adam R. Decker, CPA, CVA. Haab recalls, Mylene and I met and talked a few years before she actually joined our team, and at that... Inside Indiana Business
4 February 4, 2015 inappropriate or irrelevant content Seniors Rely on Technology to Help them Age in Place Charles F. Miller is a Retirement Specialist and Wealth Management Manager with Veros Partners, Inc. in Indianapolis. Veros Partners is a fee-only, independent advisory firm concentrating on wealth management and business consulting. For questions... WTHR Indian's News Leader June 25, 2015 inappropriate or irrelevant content A Client Specialty with Bite Many professional accounting practices have developed client specialties, especially in common vertical markets such as construction, agriculture, hospitality, retail, technology and medical practices. Becoming familiar and an expert with the specific... CPA Practice Advisor June 30, 2010 inappropriate or irrelevant content Adam Decker Client types are by firm, and represent a percentage of assets under management. For additional information on Adam Decker s client base, please contact the advisor. When financial advisors have events in their practice that could influence their ability... USNews January 22, 2012 inappropriate or irrelevant content Items Tagged with 'Matthew D. Haab' The Securities and Exchange Commission has filed a federal lawsuit against Indianapolis-based financial planning firm Veros Partners Inc., alleging it defrauded 80 investors of $15 million in 2013 and 2014.
5 Indianapolis Business Journal April 23, 2015 inappropriate or irrelevant content Business Journal ( ) reports a federal judge has blocked the company and its Reading Eagle inappropriate or irrelevant content BrightScope Issues List of Top 25 Indianapolis Area-Based RIA Firms Top 25 Indianapolis area-based advisors by total assets under management: Company - Total assets under management 1. Oxford Financial Group, Ltd - $10.0B 2. Crowe Wealth Management, LLC - $1.0B 3. Valeo Financial Advisors, LLC - $815.9M 4. Axia Advisory... Yahoo Finance April 11, 2012 inappropriate or irrelevant content No news for VEROS PARTNERS, INC. right now. Check back soon! Powered by DISCLAIMERS
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