Cape Fear Community College

Managed Portfolio Options

Neal Huggins
Verity Asset Management
701 North Fourth Street
Wilmington, NC 28401
nhuggins@verityinvest.com
Ph: (910) 262-6203
Fax: (919) 489-8939

Amy Lindros
Account Manager
alindros@verityinvest.com
Ph: (800) 247-6717 x107
Fax: (919) 489-8939

Cape Fear Community College

Verity Core 403(b) Model

Verity Moderate 403(b) Model

Verity Aggressive 403(b) Model

Investment News

Forms

  • As your 403(b) provider, our campus representative, Neal Huggins, is available to assist you with the 403(b) enrollment process.

Opening a new account

  • 1. Select the investments that are most appropriate to your individual situation from the menu of options that are available.

  • 2. Complete the necessary paperwork to open an account with Verity Asset Management and the chosen investment custodian.

  • 3. Complete the Salary Reduction Form to begin contributions.

For proper processing, mail all paperwork to:

Verity Asset Management
3100 Tower Boulevard, Suite 808
Durham, NC 27707