For Investors

Ideas that work. From people who work harder.

Actively Managed Investment Strategies

Boutique Investment Management Strategies

Targeted to clients who are sophisticated, sensitive to risk, and in search of creative solutions.

    • Specialized
    • Risk management focused
    • Sound principles / Disciplined processes

Three Dimensional Portfolio Construction

Modern approaches to portfolio construction, where skillfully applied, can produce effective results. However, most operate in only two dimensions:

    1. Targeting of relative risk
    2. Asset class diversification

Our approach brings a new and potentially powerful third dimension:

    1. Style diversification – which adds a valuable new layer to portfolio diversification and expands the opportunities for growth.

Style Diversification

The various strategies are implemented by managers using 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
    • Disciplined quantitative processes:
      • Some driven by emerging price trends and related market data
      • Others driven by proprietary sets of valuation metrics

Customized Solutions

By carefully blending strategies in a manner suitable for the goals of each investor, we have the ability to develop customized solutions.

  • Actively Managed Investment Strategies

    Tactical Allocation Strategies – Verity’s tactical asset allocation models employ a uniquely broad range of asset classes and investment strategies in a manner that seeks to adjust to changing market circumstances. The firm’s proprietary investment process is focused on maximizing the probability of successful outcomes for each investor and utilizes multiple processes to manage downside risk.

    Equity Strategies – Verity’s equity strategies provide diverse but carefully targeted opportunities for growth. Their purpose is to complement more broadly diversified portfolios, so they are designed with a focus on emphasizing each manager’s best ideas.

    Income Strategies – Verity’s income strategies generally seek the most attractive income opportunities across all asset classes, using both traditional and non-traditional sources of income. They place a high priority on risk management and are designed to provide unique sources of return and diversification for client portfolios.

  • Actively Managed Investment Strategies

    CMG’s unique expertise, built across two decades of experience, lies in the evaluation of investment management strategies. They apply an institutional style and analytical rigor to the due diligence process, analyzing hundreds of strategies each year, ultimately selecting a handful of successful and disciplined processes to offer to investors. The innovative strategies their research has identified are engineered with a goal of prospering in both bull and bear markets.

  • Actively Managed Investment Strategies

    Hurley Capital is a value-oriented, equities-focused separate account manager that employs fundamental analysis to identify value opportunities across a wide range of sectors and publicly traded securities. Using an approach which emphasizes downside protection, investments are focused on business models with high cash flow, strong returns on incremental investment, and exposure to growth opportunities. The primary focus is U.S. equities, but portfolios may at various times include master limited partnerships, corporate debt, convertible bonds, preferred stock, and cash.

All investing involves risk of loss. Portfolio values will fluctuate with changing market conditions, and there is no guarantee that strategies that have been successful in the past will be similarly successful in the future. This material contains forward looking statements. There is no guarantee these outcomes will be achieved or that the principles and strategies illustrated will prove as successful in the future as they may have in the past. All investing involves risk of loss, and portfolio values will fluctuate with changing market conditions. Before investing in any strategy, please review Verity’s Form ADV Part 2 for more detailed information on investment strategies, risks, and fees.

Verity Asset Management is not sponsored by, affiliated with, or in any way related to the investment managers featured here.