About Verity

Founded in 1996, Verity Asset Management is a Registered Investment Adviser working nationally with a single focus: your financial well-being. We work alongside you as individual investors, as employers, as other advisors. Our purpose is to ensure that, in a challenging world, you have every opportunity to succeed. 

From corporate headquarters overlooking the Durham Bulls Athletic Park in Durham’s vibrant American Tobacco Historic District, we have delivered cutting edge thinking to our clients and to the evolution of our industry. More importantly, we want to deliver our most productive insights to you – in your continuing quest to build the financial future you envision for yourself and those who rely upon you.  

What we do:

Wealth Management for Individual Investors – Our approach to wealth management blends decades of expertise and evolving new technology. We work side by side with you, seeking together to maximize your investment potential while mitigating your risk, at the same time helping organize and integrate all the elements of your personal financial world.

Financial and Retirement Savings Guidance – Will your retirement savings last a lifetime? We use a unique, client-centered approach to redefine your financial future with a structure designed designed to extend and protect your wealth. Our comprehensive retirement income planning process can be individually customized to pursue your goals, so you can focus on your dreams.

Governance and Oversight for Employer Plans – Our specialized expertise in both tax-exempt and corporate plans can provide critical guidance as you (a) define healthy opportunities for your retirement plan participants and (b) implement a  governance structure that will help mitigate executive liability.

Turnkey Solutions for Investment Advisors – We are innovative and deeply experienced in providing both investment management and practice support to Investment Advisors. Our signature focus is managing retirement plan accounts for employees of educational institutions; we complement  this with customized separate account management for high net worth investors and broad account administration services. You spend time with your clients; we partner with you to do the  rest.

We are driven at every turn to deliver real solutions to the specific needs of our clients, working to combine sound principles with relentless innovation in an effort to deliver truly meaningful results – for you.