For Advisors

Maximizing knowledge, minimizing risk

Why Choose Verity?

Columns

Thank you for your interest in the Verity group of companies.

Through the continuing efforts of an expanding team of creative and committed individuals, we have diligently and thoughtfully built a brand on the foundations of uncompromising integrity, progressive investment management, ongoing innovation, and careful attentiveness to relevant industry developments.

The success of our approach has led to a growing awareness of our unique brand as changing economic, market, and industry trends have served to highlight the value of our signature strengths.

One of the significant advantages of our model is its ability to provide advisors with turn key investment management encompassing discretionary management of both personal client accounts and workplace retirement plan accounts across multiple institutions, leaving advisors empowered to focus their efforts more directly upon building client relationships and expanding their business within an environment of responsiveness and support.

  • For Registered Investment Advisers, Verity offers professional portfolio management for your client’s assets including workplace 403(b) plans. You can benefit from our proprietary technology and experience in the 403(b) marketplace by offering expanded services to your clients without the need for added infrastructure or staff.

  • For Financial Advisors, Verity offers a corporate platform for training, compliance, marketing, and information management. Career paths in the financial services industry are extremely varied and options continue to proliferate. Since 1996, we have positioned ourselves as a platform for the professional who desires individual control but with infrastructure support. We see tremendous opportunity in the marketplace for the professional that can deliver quality service, value, and true expertise in an increasingly complex financial services environment.

Throughout our development we have remained very selective in the business relationships we have elected to pursue. We look forward to meeting you and coming to understand your specific needs and goals as we explore the potential for an association that may prove more than just mutually beneficial, but may lead to the type of synergy that will open to both parties new dimensions of creative vision and growth.

Contact Sean J. McGill to explore opportunities.