We approach each of our investors with an open mind. What is the right solution for you? As we work together to answer that question, we are able to draw upon a varied array of model portfolios. And in some cases, we may ask our portfolio managers to develop a custom solution specific only to you.
The dramatic market upheavals of the first decade of the twenty-first century brought the importance of truly sound investment management clearly into focus. Verity has built its reputation on the delivery of carefully considered account management to investors of all types, both in their private accounts and in their employer-sponsored retirement plan accounts.
Gordon T. Wegwart
President, Chief Investment Officer
We were fortunate to be in the right place at the right time to become a pioneer in providing retirement plan participants across the country with professional management of their employer-based accounts. Whether you have a 403(b), 401(a), 457(b) – or frankly aren’t sure which type plan you have – we may be able to help.