Custom Accounts CUSTOM ACCOUNTS Our Investment Management Strategies are carefully constructed for clients who are sophisticated, sensitive to risk, and in search of comprehensive portfolio management solutions. These strategies are: Specialized Focused on risk management, and Built on sound principles and disciplined processes Three Dimensional Portfolio Construction Innovative approaches to portfolio construction, where skillfully applied, can produce effective results. However, most operate in only two dimensions: They provide asset class diversification, and They seek to match your portfolio to your desired level of risk. Verity’s methodologies bring the opportunity for a new and potentially powerful third dimension: Style diversification – which can provide a new layer to your portfolio diversification and expand your opportunities for growth. Style Diversification Our various strategies are each implemented by managers who use distinctly different approaches to their craft. As examples, there are strategies built upon: Rigorous fundamental analysis of equities and/or debt, Principles-based tactical allocation, and Disciplined quantitative processes Custom-built Solutions By carefully blending strategies in a manner suitable for your particular goals, we have the ability to develop solutions customized for you. Concentrated Rotation Strategy Conservative Total Return Strategy Dividend Builder Separate Account Strategy Domestic Equity Strategies Earth Equity ESG Strategy Enhanced Income Strategies Opportunistic Income Strategy Tactical Allocation Strategies Tax-Exempt & Tax-Advantaged Income Strategies LET'S DISCUSS YOUR PORTFOLIO