Verity Investments, Inc.
Verity Investments, Inc. is both a registered investment adviser (RIA) and an independent securities broker/dealer serving individual investors, educational institutions and small businesses. Our clients benefit from access to the distinctive investment options unique to each division of the firm, as appropriate for individual circumstances based upon careful evaluation and assessment.
Today’s marketplace is flooded with thousands of financial product options. We exercise considerable discipline in evaluating both the fundamental benefits and the expense structure of any product or management strategy that we choose to offer.
The market woes of 2000-2002 brought the importance of truly sound investment advice sharply into focus. It became clear that actual portfolio performance of real people investing real dollars depends on both the quality of the guidance they receive and the investment vehicles made available.
Verity has a strong track record of seeking to safeguard an investor's downside risk while also seeking strong upside performance through balanced portfolio allocation. Our approach focuses careful attention on the fundamental themes of traditional investment theory in conjunction with an acute awareness of the long-term lessons of market history and the ongoing assessment of global economic and market conditions.
We believe that client relationships are built on trust and integrity, so our consultative approach emphasizes investor education. Financial peace of mind comes from knowing that the decisions you make are informed, appropriate for the current market environment, and consistent with achieving your personal goals.