Phoenix Realty Group Managed Portfolio Options Brian KurtzerPortfolio Managerbkurtzerl@verityinvest.comPh: (800) 247-6717 x124New York: (212) 937-8886 Pete KlasFinancial Advisorpklas@verityinvest.comPh: (800) 247-6717 x123Fax: (919) 489-8939 Phoenix Realty Group Market Commentary & Outlook Verity Core Model Performance Performance: Core Model Volatility Verity Moderate Model Performance Verity Aggressive Model Performance Mutual Fund Investments Menu Federated Capital Preservation Fund Federated Capital Preservation Holdings Vanguard Inflation Protected Securities Calvert Income Fund Templeton Global Bond American Century Equity Growth Hancock Horizon Value A Vanguard 500 Index Virtus MidCap Value Keeley Small Cap Value Franklin Mutual Discovery Dodge&Cox International Stock State Street Global Advisors Emerging Markets T Rowe Price Real Estate PIMCO Commodity (PCRAX) Oppenheimer Gold & Special Minerals 2012 Participant Disclosure Account Login Trust Company of America Plans Search Tool Keyword State Any State AL AK AZ AR CA CO CT DE FL GA ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC TN TX UT VT VA WA WV WI WY Washington, D.C. SEARCH To search for employer plans, enter a keyword (ie. plan name or city) and/or choose a state above. External RIA Resources Relationships Select an organization... 360 Wealth Management Access Financial Group Belpointe Retirement Account Services BlackRidge Asset Management Cambridge Premier CAAP 403(b) Cambridge Retirement Account Services CCF Advisors Collegiate Financial Services CUNA DH Hill Retirement Account Services Elite Advisor Group G. A. Repple and Company GWN Retirement Account Solutions Interactive Financial Advisors ISC Group, Inc Kestra Financial Retirement Account Services Latitude Income Strategies, RAS & VMX Platforms Money Concepts Monticello National Asset Management NEXT Financial Pentegra Retirement Services Plan Member Services Retirement Account Solutions (RAS) Securities America Advisors Inc The Summit Group Advisors VMX (Verity Multi-Manager Exchange) Participant Portal Select an organization... Appia 401(k) Retirement Plan Biggs Cadillac Buick GMC Cape Fear Community College Carolina Meadows, 403(b) Retirement Plan Central Carolina Regional Educational Service Alliance Chapel Hill - Carrboro City Schools 403(b) Plan Coastal Pediatric Associates David and Associates Durham Nativity School Retirement Plan Guilford Technical Community College Huntley & Huntley Lane College Livingstone College 403(b) Plan Portal Livingstone College 403(b) Plan Portal (Revised) Peace College 403(b) Retirement Plan Phoenix Realty Group United Negro College Fund