Verity Investment Partners (VIP), a boutique investment advisory firm serving individual investors and their families, has been named as one of the nation’s Top 300 Registered Investment Advisors (RIA) by the Financial Times.
This is the seventh annual FT 300 list. Approximately 750 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. Based on these factors and Verity’s metrics, Verity earned this coveted distinction.
Founded 18 years ago in Beaufort, SC by Paula and Will Verity, the employee-owned firm has since grown to over a half-billion dollars in assets under management and added offices in Edwards, CO and San Antonio, TX. Fueling the growth of VIP is their unique dividend growth investment solution that is designed to deliver targeted levels of annual income and income growth, while keeping principal invested to grow long-term. This approach enables clients to increase their financial freedom by replacing earned income with a growing stream of investment income..
“Receiving the FT300 designation from the Financial Times is an honor and a result of staying true to our vision as a company,” said Will Verity, President.