Independent Advice

Traditionally, the money management skills of investment advisory firms have not been available to 403(b) plan participants. Through an innovative set of business processes, Verity has overcome the traditional barriers involved in delivering participant access to active account management services.

Active Management

Using a broad tactical asset allocation methodology, we work to diversify your investments across multiple weakly-correlated asset classes using the investment options available within your employer’s retirement plan. Our monitoring and trading platform integrates directly with TIAA-CREF and Fidelity Investments/Tax-Exempt Services at over 150 institutions of higher education around the country, offering participants a unique opportunity to benefit directly from independent active management within their retirement account.

Disclosure

Verity Asset Management is not sponsored by, affiliated with, or in any way related to TIAA-CREF or Fidelity Investments, or any of their affiliates or subsidiaries. TIAA-CREF and Fidelity Investments have not reviewed and are not responsible for Verity Asset Management’s content.