A complete list of active advisors currently associated with Verity Investment Partners

Warmer can help you find a great advisor at Verity Investment Partners or one who fits your needs even better.

Verity Investment Partners provides discretionary investment management, ongoing financial planning (without a separate charge), and negotiated family office consulting to individuals (including high‑net‑worth clients), retirement plans, trusts, estates, charitable organizations, and businesses. The firm’s services include advice on equities, ETFs, fixed income, mutual funds and other securities and it can serve as a fiduciary for plan sponsors and plan participants. Portfolios are constructed and monitored based on client suitability, with ongoing rebalancing and an emphasis in many strategies on dividend‑paying equities alongside fundamental and technical analysis. Verity typically seeks discretionary trading authority to implement its strategies and facilitates custody and execution through institutional custodians while disclosing rollover recommendations and associated conflicts of interest. Operating with approximately $1.397 billion in assets under management, a 12‑advisor team, and five offices, Verity combines scale with services that range from individual portfolio management to family office work. The firm’s ADV also discloses several uncommon marketing and disclosure features for a team adviser — including presentation of hypothetical and advertised performance, use of testimonials and endorsements, and references to third‑party ratings — which differentiate its public communications from most peers.

To learn more about the advisors currently working at Verity Investment Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.