Are You an RIA?
As a Registered Investment Adviser, you understand the unique challenges of growing your business while strengthening existing client relationships. As a third party money manager, Verity can provide professional portfolio management for your client’s workplace savings plans. You and your clients can benefit directly from our technology and experience managing 403(b) portfolios.
Our history and experience in the 403(b) market allow you to offer your clients more services without the need to develop costly infrastructure. Many 403(b) plan participants are unaware of the ability to hire an RIA to manage their workplace savings accounts and pay an advisory fee directly from their 403(b) account on a pretax non-reportable basis.* 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.
- Deduction of advisory fees and payment to your RIA on a quarterly basis.
- Enhanced services and expertise specific to the 403(b) market.
- Relationships with industry leaders in the 403(b) marketplace.
- Proprietary technology provides direct integration with both TIAA-CREF and Fidelity Investments.
- Portfolios tailored for each unique employer plan and investment lineup.
- Direct access to Portfolio Managers and Investment Committee Members.
- Business development strategies and back office support.
- Technology to connect with your CRM system.
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.
* Not all 403(b) plans permit advisor integration; contact Verity Investments, Inc. to determine if advisor integration is permitted in specific workplace savings plans. Fees are generally deducted on a pretax non-reportable basis.