Founded in 1996, Verity Asset Management is an SEC-Registered Investment Adviser that maintains corporate headquarters in the Diamond View II building overlooking the Durham Bulls Athletic Park in Durham’s vibrant American Tobacco Historic District.
Our advisory services cover multiple lines of business:
- Account Management for Individual Investors:
- Model portfolios and personally customized strategies.
- Experienced management of retirement plan accounts for individual employees of universities, community colleges, and local school systems.
- Comprehensive Retirement Income Planning, fully customized to each investor.
- Services to Retirement Plan Sponsors, with specialized expertise in both tax-exempt and corporate plans.
- Platform Solutions for Investment Advisors, including turnkey investment management and administration for both tax-exempt and traditional retail markets.
Best known for an approach to investment management that seeks to integrate sound growth objectives with multi-faceted risk management, and for our role in pioneering the delivery of discretionary management to retirement plan participants in educational institutions, we have worked to deliver cutting edge thinking to the evolution of our industry.
Driven at every turn to focus our efforts on real solutions to the needs of our clients, we work to combine sound principles with relentless innovation in an effort to deliver truly meaningful results.