Verity Investment Partners
Firm details
- Headquarters
- Beaufort, South Carolina
- CRD number
- 119630
- Registered since
- January 14, 2005
- Website
- www.verityim.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals77.76%
- HNWI15.22%
- Corporations / Businesses3.96%
- Charitable Organizations2.64%
- Pension & Profit Sharing Plans0.41%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Verity Investment Partners is an independent, LLC-structured registered investment adviser that has been SEC-registered since 2005. The firm serves high-net-worth individuals and families as well as institutional clients, delivering financial planning and discretionary portfolio management for individuals, small businesses and institutions. Its fee model combines percentage-of-AUM billing with fixed-fee arrangements. Verity does not present itself as an ESG-focused allocator and is not positioned as a capital allocator; its public recognition includes placement on the Financial Times’ Top 300 RIA Firms in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities91%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds2%
- Public Funds/Mutual Funds2%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$18.3M in ETFs
39%
$7.2M
0%
$11.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND (VYM) | Vanguard | $8.3M | 53,540 | 45.29% |
Location
Beaufort, SC
Beaufort
Location
Beaufort, SC
Headquartered in Beaufort, SC, in the South of the United States.
- Region
- South
- County
- Beaufort
- Address
- 2015 Boundary St
- Time zone
- ET (UTC-5)
- Office locations
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