Latitude Income Strategies, RAS & VMX Platforms

Doing business with Verity

Sean McGill
VP, Advisor Services
Office: (800) 247-6717 x105
Fax: (919) 489-8939

Amy Angus
Dir, Business Development
Office: (919) 490-6717 x107
Mobile: (919) 444-0597
Fax: (919) 489-8939

Latitude Income Strategies, RAS & VMX Platforms

Latitude Income Strategies

In Search of Yield
Latitude Enhanced Income

An actively managed enhanced cash strategy that seeks income and total return opportunities by investing predominantly in short-duration securities just beyond the reach of money market funds.

Latitude Opportunistic Income

An actively managed strategy that invests flexibly across a broad range of income-generating securities enabling it to seek the best opportunities in the prevailing market environment, wherever they are found.

Riskalyze: Portfolio Analysis Tool

Q: What is ‘Risk Alignment’?

A: It is a ground breaking analytics approach designed to match an investor’s risk tolerance with an investment portfolio targeted to perform within a acceptable range of market volatility.

First, the Market Volatility Questionnaire identifies an investor’s willingness to accept market volatility within a six-month period.

Second, the Portfolio Analysis Tool provides a six-month volatility forecast based on each individual holding.

Email: | Password: Latitude1

In combination, this Risk Alignment process allows you to illustrate a portfolio that is designed to fit your client’s unique and individual risk preferences and meet their performance expectations with a 95% mathematical confidence.

Please note, this is a single user account provided as a demonstration tool for your benefit, and may be temporarily interrupted by another user session. To request an individual user license for the full Portfolio Analysis Tool, powered by Riskalyze, contact Verity Asset Management.

Fidelity Workplace Forms

Fidelity Forms

Fidelity TEM Advisor Services: (888) 766-6815
Fidelity Client Services: (800) 343-0860
403b Online Enrollment
Fidelity NetBenefits Form Library
RIA Authorization/Indemnifcation (Employer Plan Accounts)

Fidelity Brokerage Link Forms
Verity Asset Management Forms

TIAA Forms

TIAA Forms
Verity Asset Management Forms

Pentegra Forms

Pentegra offers investment solutions for every type of investor. Recognizing the diverse investment needs of participants, we offer access to thousands of funds with no proprietary fund requirements. Participants enjoy the ease of a single, flexible solution for personalized retirement investing with the confidence that comes with unlimited, unbiased fund options and objective advice. Our open architecture platform means that your participants are free to work with the advisor of their choice to select the investment funds that are right for them and tailor an asset allocation that best meets their long-term retirement goals.

Submit this for to become appointed with Pentegra.

Verity Workplace Strategies
Texas Higher Education
Texas Consortium of Community Colleges
Texas K-12
Service Forms

Aspire Forms

ASPire is an open-architecture mutual fund environment available to participants in hundreds of school districts throughout the country. Verity is a Strategist on the ASPire platform offerring a selection of managed models available through advisors.

Employer Plans

Verity’s Employer Plan’s Division offers a wide range of fiduciary support services to help advisors deliver customized solutions to their plan sponsor clients.

Contact Michael DeCamillis, Director, to learn more about ways Verity can help you build your business.