Two Options… Your Choice
Advisory Services
Our advisory platform is built on state-of-the-art technology to provide clients with the benefits of highly individualized servicing and the efficiencies of aggregate account management.
As an Investment Advisory firm, Verity provides investment management through the careful construction of a number of Managed Portfolios.
These target allocation models are designed to focus the best ideas and insights of the firm’s Investment Committee.
Verity Core 403(b) Model
Brokerage Services
The financial services industry today presents investors with an increasingly complex range of investment vehicles and performance measurements.
Industry advertising is frequently designed more to influence than to inform the viewer. Objective commentary is often objective from only one perspective.
Reaching individual financial goals requires consistency and discipline. We apply that discipline in evaluating and recommending mutual funds and variable annuities for asset allocation structures.
Our advisers can work with a virtually unlimited range of mutual fund providers to structure your portfolio.
Regardless of the platform you choose, our advisers can assist you with the 403(b) enrollment process.
Opening a new account is a simple 3-step process.
- Select the investments that are most appropriate to your individual situation from the menu of options that are available
- Complete the necessary paperwork to open an account with Verity Investments, Inc. and the chosen investment custodian
- Complete the Salary Reduction Form to begin contributions
Calculators and Planning Tools:
Other Useful Links
- Need to change your payroll contributions? Download the form.
- UNC ORP Advisory Services
- NC TSERS Estimator
- Social Security Benefits Estimator
Questions?
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