Phoenix Realty Group Managed Portfolio Options Brian KurtzerPortfolio Managerbkurtzerl@verityinvest.comPh: (800) 247-6717 x124New York: (212) 937-8886 Pete KlasFinancial Advisorpklas@verityinvest.comPh: (800) 247-6717 x123Fax: (919) 489-8939 Phoenix Realty Group Verity Core Model Performance Performance: Core Model Volatility Verity Moderate Model Performance Verity Aggressive Model Performance Mutual Fund Investments Menu Federated Capital Preservation Fund Federated Capital Preservation Holdings Vanguard Inflation Protected Securities Calvert Income Fund Templeton Global Bond American Century Equity Growth Hancock Horizon Value A Vanguard 500 Index Virtus MidCap Value Keeley Small Cap Value Franklin Mutual Discovery Dodge&Cox International Stock State Street Global Advisors Emerging Markets T Rowe Price Real Estate PIMCO Commodity (PCRAX) Oppenheimer Gold & Special Minerals 2012 Participant Disclosure Account Login Trust Company of America Plans Search Tool Keyword State Any State AL AK AZ AR CA CO CT DE FL GA ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC TN TX UT VT VA WA WV WI WY Washington, D.C. SEARCH To search for employer plans, enter a keyword (ie. plan name or city) and/or choose a state above. External RIA Resources Relationships Select an organization... Access Financial Group Belpointe Retirement Account Services BlackRidge Asset Management Cambridge Premier CAAP 403(b) Cambridge Retirement Account Services Catalyst Financial Group CCF Advisors Collegiate Financial Services DH Hill Retirement Account Services GWN Retirement Account Solutions Latitude, RAS & VMX Platforms Money Concepts NEXT Financial Pentegra Retirement Services Plan Member Services Retirement Account Solutions (RAS) VMX (Verity Multi-Manager Exchange) Participant Portal Select an organization... Cape Fear Community College Carolina Meadows, 403(b) Retirement Plan Chapel Hill - Carrboro City Schools 403(b) Plan Coastal Pediatric Associates David and Associates Guilford Technical Community College Peace College 403(b) Retirement Plan Phoenix Realty Group