VERITY ASSET MANAGEMENT

Overview

Verity Asset Management is a fee-based investment manager that mixes traditional portfolio management with third‑party alternative allocations. The firm serves both individual and institutional clients and charges a combination of percentage‑of‑AUM, hourly, and fixed fees, which supports flexible engagement models from ongoing wealth management to project‑based planning. Investment activity centers on public equity exposure through pooled vehicles and direct holdings while the firm also acts as a capital allocator into externally managed alternative funds. Verity shows a clear preference for public funds and mutual funds inside separate managed accounts, but it supplements those allocations with private market strategies when seeking yield, diversification or income enhancement. Manager selection emphasis is on access to private equity, real estate, private credit and commodity and energy specialists. That focus suggests Verity uses external managers to source illiquids rather than running a deep in‑house private markets platform. The firm is not an active ESG investor and maintains a mix of advisory services including financial planning, portfolio management for individuals and institutions, pension consulting support and the selection of other advisers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices