South Carolina Investment Advisory firm Verity Investment Partners receives Financial Times 300 designation
Friday, July 31st, 2020
Verity Investment Partners (VIP), a boutique investment advisory firm serving individual investors and their families, is pleased to announce that it has been named to the Financial Times 2020 edition of the 300 Top Registered Investment Advisers (RIA). The list recognizes top independent RIA firms from across the U.S.
Paula and Will Verity founded Verity Investment Partners 18 years ago in Beaufort, SC. The employee-owned firm that began with just a few clients has since grown its base of operations to Edwards, CO and San Antonio, TX. Today, Verity’s 10 team members serve clients located across the United States with $565 million in assets under management as of December 31, 2019.
“Receiving the top Financial Advisors designation from the Financial Times is an honor and a result of staying true to our vision as a company,” said Will Verity, President of Verity Investment Partners. “Paula and I stated from the beginning that we wanted to have a lasting impact on the lives of our clients and their families. By applying a holistic approach to investing, we seek to build trust and security for the long-term.”
“Our dividend growth investment approach is designed to create a stream of investment income that grows each year while keeping principal intact to grow over the long-term. The investment income can be used to fund withdrawal needs or reinvested as additional savings. We believe this combination of short-term income and long-term growth enables our clients to live their lives with greater confidence and peace of mind through all market environments,” added Verity.
This is the seventh annual FT 300 list, produced independently by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. Ignites Research provides business intelligence on investment management.
RIA firms applied for consideration, having met a minimum set of criteria. Applicants were then graded on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records. There are no fees or other considerations required of RIAs that apply for the FT 300.
The final FT 300 represents an impressive cohort of elite RIA firms, as the median AUM of this year’s group is $1.9 billion. The FT 300 Top RIAs represent 39 different states and Washington, D.C. The FT 300 is one in series of rankings of top advisers by the Financial Times, including the FT 401 (DC retirement plan advisers) and the FT 400 (broker-dealer advisers).