Verity Asset Management

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

Our relentless focus is on maximizing the probability of your financial success and well-being, now and through retirement. As investors, we are all inundated by headlines and emotions and often conflicting predictions. Amidst all the noise, what is important, and what is merely superficial? In this challenging world, Verity is first and foremost in the business of providing solutions, and we don't wait for solutions, we create them. We invite you to examine more closely.

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.