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Our story.

Built on more than two decades of managing income and downside risk through real market cycles.

A team meeting in a bright conference room

Who we are

Veridos Capital, LLC is registered as an investment adviser in Florida and Michigan. The firm was founded by Robby T. Bryant, CFP, CEA, and is built on more than 27 years of investment leadership.

Veridos Capital delivers hedge fund advisory and strategic wealth guidance designed to support long-term growth, stability, and disciplined investment management, alongside comprehensive financial planning provided under the name Canopy Financial Planning.

Financial planning services are provided by Veridos Capital, LLC under the name Canopy Financial Planning. Veridos Capital also serves as investment adviser to, and receives management and performance fees from, the Anchor Point Bond Fund and the Veridos Income Stability Fund. Because the same firm provides planning advice and manages the funds, Veridos Capital has a conflict of interest when recommending the funds to planning clients. Clients are under no obligation to invest in the funds. See Veridos Capital’s Form ADV Part 2A for more information about fees and conflicts.

Our mission

To be your trusted source for growth and income, with risk management built in.

The road here

  1. 1998

    The practice begins

    Robby T. Bryant founds Magnolia Financial Planning Services, the practice where more than two decades of long-term investment strategy and comprehensive planning experience were built.

  2. 2020

    Veridos Income Stability Fund

    The first Veridos fund launches on February 1, 2020 — high-dividend, income-generating equities managed with a hedging overlay that seeks to mitigate downside risk.

  3. 2024

    Registered in Florida

    Veridos Capital, LLC registers as an investment adviser with the Florida Office of Financial Regulation, with financial planning provided under the name Canopy Financial Planning.

  4. 2026

    Anchor Point Bond Fund

    The second fund launches on January 1, 2026 — high-yield corporate bonds with the same discipline: income first, with risk management considered from the start.

  5. 2026

    Registered in Michigan

    Veridos Capital, LLC is registered as an investment adviser with the Michigan Department of Insurance and Financial Services, Corporations, Securities & Commercial Licensing Bureau.

The Veridos vision

Vision

Providing sustainable growth for high-net-worth individuals and institutions.

Vigilance

Researching high-growth, income stocks and maintaining strategies that seek to mitigate downside risk while coordinating with the client’s comprehensive financial road map.

Versatility

Built to navigate pandemics, recessions, wars and rumors of wars — with risk management designed in before they arrive.

Vantage Point

Maximizing the decades of experience of the Veridos team.

Meet the team