VMX (Verity Multi-Manager Exchange)

Sean McGill
VP, Advisor Services
smcgill@verityinvest.com
Ph: (800) 247-6717 x105
Fax: (919) 489-8939

Amy Angus
Dir, Business Development
aangus@verityinvest.com
Ph: (800) 247-6717 x107
Fax: (919) 489-8939

Kurt Hollar
Advisor Consultant
khollar@verityinvest.com
Ph: (800) 247-6717 x137
Fax: (919) 489-8939


Advisory Models

Model Overview

Performance Summary

Verity Market Commentary & Outlook
Verity Investment Committee Profile
First Ascent Investment Committee Profile

Tactical Allocation

Verity Conservative Total Return | Fact Sheet | Presentation
Verity Tactical All Asset | Presentation

Asset Allocation-Mutual Fund Only

Verity Conservative Asset Allocation
Verity Balanced Growth
Verity Dynamic Growth
Verity Focused Growth

Passive / Active Allocation

First Ascent Global Explorer 20
First Ascent Global Explorer 40
First Ascent Global Explorer 60
First Ascent Global Explorer 80
First Ascent Global Explorer 100

U.S. Equity

Verity Domestic Equity Opportunity
Verity Multi Cap Value
Verity Small Mid Cap Value

Global Equity

Verity International Equity & Income | Fact Sheet | Presentation

Income Focused

Verity Opportunistic Income | Fact Sheet | Presentation
Verity Enhanced Income | Fact Sheet | Presentation
Verity Tax-Exempt Income | Fact Sheet

Separate Account Strategies

Verity Dividend Builder | Fact Sheet | Presentation
Verity Bond Ladder