Are you a Financial Advisor?
As a Financial Advisor, you understand the challenges of growing your business while strengthening client relationships. If you work with clients in the 403(b) marketplace, Verity can provide a platform to grow your business with the expertise of a firm committed to the 403(b) market. Our platform provides professional portfolio management for your client’s workplace savings plans so you can benefit from increased time to develop client relationships and grow your business. You can benefit from our proprietary technology and experience managing workplace savings plans along with our history and experience in the 403(b) market. Our unique advisory platform provides:
- A culture of superior client service and commitment to you and your client relationships.
- Independent and unbiased approach to account management.
- Consistent strategy and trade execution for the models you select regardless of account size.
- Enhanced services and expertise specific to the 403(b) market are Verity’s signature strengths.
- Relationships with industry leaders in the 403(b) marketplace.
- Proprietary technology provides direct integration with TIAA-CREF, Fidelity Investments, and Trust Company of America.
- Customized portfolios for each unique employer plan and investment lineup.
- Verity deducts advisory fees and provides payment on a quarterly basis.
- Direct access to Portfolio Managers and Investment Committee Members.
- Business development strategies and support tailored to your specific business needs.
- An experienced team will assist you during the transition to a fee based practice and provide ongoing support as you grow your business.
- Centralized systems and back office support for retail and workplace savings accounts.
Contact Verity Investments, Inc. today to learn more about how our 403(b) advisory platform can help you spend more time growing your business and better servicing your client’s needs.