Advisory Services
Our advisory platform is built on state-of-the-art technology which provides clients with the benefits of highly individualized servicing along with the efficiencies of aggregate account management.
As an Investment Advisory firm, Verity provides investment management through the careful construction of a number of Model Portfolios. These target allocation models are designed to focus the best ideas and insights of the firm’s Investment Committee. In developing a selection of model portfolios, the committee is able to address a varied but finite number of portfolio allocation and investment scenarios in an effort to optimize results for all individuals invested in each model.
Our investment philosophy follows a two-pronged implementation strategy:
Tactical Allocation. The Investment Committee employs a broad tactical approach to the asset allocation process, emphasizing diversification among an evolving set of asset classes selected for their attractive valuation or supply/demand characteristics.
Technical Entry. Entry points, particularly for securities that are either inherently more volatile or are selected for shorter-term opportunistic purposes, are evaluated using technical indicators and quantitative measures of market dynamics, among other factors.
As an investor enters a model, their dollars are invested security by security, sometimes over a period of weeks or even months, to achieve the entry points that the portfolio manager feels are opportune. In this manner, new investors benefit from the individualized management of their entry into a model.
In our on-going efforts to manage the inherent risks of investing, this implementation process allows us to remain very responsive to changing market environments in an era in which adaptability has provided considerable protection for many investors.